401k Plan data: PHILLIP G. DAVIS, MD 401(K) plan

PHILLIP G. DAVIS, MD 401(K) 401k Plan overview

Plan Name	PHILLIP G. DAVIS, MD 401(K)
Plan identification number	001

PHILLIP G. DAVIS, MD 401(K) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DR PHILLIP DAVIS MD has sponsored the creation of one or more 401k plans.

Company Name: DR PHILLIP DAVIS MD

Employer identification number (EIN): 650860579

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIP G. DAVIS, MD 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 KITTY DAVIS
001 2017-01-01 KITTY DAVIS
001 2016-01-01 KITTY DAVIS
001 2015-01-01 KITTY DAVIS
001 2014-01-01 KITTY DAVIS
001 2013-01-01 KITTY DAVIS
001 2012-01-01 PHILLIP G DAVIS, MD KITTY DAVIS 2013-07-11
001 2011-01-01 PHILLIP DAVIS MD 2012-07-10
001 2010-01-01 KITTY DAVIS 2011-06-13
001 2009-01-01 KITTY DAVIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	KITTY DAVIS
001	2017-01-01	KITTY DAVIS
001	2016-01-01	KITTY DAVIS
001	2015-01-01	KITTY DAVIS
001	2014-01-01	KITTY DAVIS
001	2013-01-01	KITTY DAVIS
001	2012-01-01	PHILLIP G DAVIS, MD		KITTY DAVIS	2013-07-11
001	2011-01-01	PHILLIP DAVIS MD	2012-07-10
001	2010-01-01	KITTY DAVIS	2011-06-13
001	2009-01-01	KITTY DAVIS

Plan Statistics for PHILLIP G. DAVIS, MD 401(K)

401k plan membership statisitcs for PHILLIP G. DAVIS, MD 401(K)

Measure Date Value
2022: PHILLIP G. DAVIS, MD 401(K) 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 14
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PHILLIP G. DAVIS, MD 401(K) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PHILLIP G. DAVIS, MD 401(K) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PHILLIP G. DAVIS, MD 401(K) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PHILLIP G. DAVIS, MD 401(K) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PHILLIP G. DAVIS, MD 401(K) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PHILLIP G. DAVIS, MD 401(K) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PHILLIP G. DAVIS, MD 401(K) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PHILLIP G. DAVIS, MD 401(K) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PHILLIP G. DAVIS, MD 401(K) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PHILLIP G. DAVIS, MD 401(K) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: PHILLIP G. DAVIS, MD 401(K) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: PHILLIP G. DAVIS, MD 401(K) 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	14
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PHILLIP G. DAVIS, MD 401(K) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PHILLIP G. DAVIS, MD 401(K) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PHILLIP G. DAVIS, MD 401(K) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PHILLIP G. DAVIS, MD 401(K) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PHILLIP G. DAVIS, MD 401(K) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PHILLIP G. DAVIS, MD 401(K) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PHILLIP G. DAVIS, MD 401(K) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PHILLIP G. DAVIS, MD 401(K) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PHILLIP G. DAVIS, MD 401(K) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PHILLIP G. DAVIS, MD 401(K) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: PHILLIP G. DAVIS, MD 401(K) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PHILLIP G. DAVIS, MD 401(K)

Measure	Date	Value
2022 : PHILLIP G. DAVIS, MD 401(K) 2022 401k financial data
Total income from all sources	2022-12-31	$175,149
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$2,319,416
Total plan assets at beginning of year	2022-12-31	$2,144,267
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$68,586
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$89,565
Net income (gross income less expenses)	2022-12-31	$175,149
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,319,416
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,144,267
Assets. Value of participant loans	2022-12-31	$19,500
Assets. Value of real-estate (other than employer real property)	2022-12-31	$1,711,777
Total contributions received or receivable from employer(s)	2022-12-31	$16,998
2021 : PHILLIP G. DAVIS, MD 401(K) 2021 401k financial data
Total income from all sources	2021-12-31	$212,454
Expenses. Total of all expenses incurred	2021-12-31	$19,748
Benefits paid (including direct rollovers)	2021-12-31	$19,623
Total plan assets at end of year	2021-12-31	$2,144,267
Total plan assets at beginning of year	2021-12-31	$1,951,561
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$58,112
Other income received	2021-12-31	$134,064
Net income (gross income less expenses)	2021-12-31	$192,706
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,144,267
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,951,561
Assets. Value of participant loans	2021-12-31	$29,228
Assets. Value of real-estate (other than employer real property)	2021-12-31	$1,711,777
Total contributions received or receivable from employer(s)	2021-12-31	$20,278
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : PHILLIP G. DAVIS, MD 401(K) 2020 401k financial data
Total income from all sources	2020-12-31	$214,963
Expenses. Total of all expenses incurred	2020-12-31	$7,690
Benefits paid (including direct rollovers)	2020-12-31	$7,565
Total plan assets at end of year	2020-12-31	$1,951,561
Total plan assets at beginning of year	2020-12-31	$1,744,288
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$50,619
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$148,345
Net income (gross income less expenses)	2020-12-31	$207,273
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,951,561
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,744,288
Assets. Value of participant loans	2020-12-31	$39,100
Assets. Value of real-estate (other than employer real property)	2020-12-31	$1,711,777
Total contributions received or receivable from employer(s)	2020-12-31	$15,999
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$2
2019 : PHILLIP G. DAVIS, MD 401(K) 2019 401k financial data
Total income from all sources	2019-12-31	$111,597
Expenses. Total of all expenses incurred	2019-12-31	$200
Total plan assets at end of year	2019-12-31	$1,744,288
Total plan assets at beginning of year	2019-12-31	$1,632,891
Value of fidelity bond covering the plan	2019-12-31	$34,000
Total contributions received or receivable from participants	2019-12-31	$46,141
Other income received	2019-12-31	$55,346
Net income (gross income less expenses)	2019-12-31	$111,397
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,744,288
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,632,891
Assets. Value of real-estate (other than employer real property)	2019-12-31	$1,423,249
Total contributions received or receivable from employer(s)	2019-12-31	$10,110
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$200
2018 : PHILLIP G. DAVIS, MD 401(K) 2018 401k financial data
Total income from all sources	2018-12-31	$224,372
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,632,891
Total plan assets at beginning of year	2018-12-31	$1,408,519
Value of fidelity bond covering the plan	2018-12-31	$34,000
Total contributions received or receivable from participants	2018-12-31	$44,546
Other income received	2018-12-31	$170,583
Net income (gross income less expenses)	2018-12-31	$224,372
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,632,891
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,408,519
Assets. Value of real-estate (other than employer real property)	2018-12-31	$1,415,379
Total contributions received or receivable from employer(s)	2018-12-31	$9,243
2017 : PHILLIP G. DAVIS, MD 401(K) 2017 401k financial data
Total income from all sources	2017-12-31	$126,565
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,408,519
Total plan assets at beginning of year	2017-12-31	$1,281,954
Value of fidelity bond covering the plan	2017-12-31	$34,000
Total contributions received or receivable from participants	2017-12-31	$45,489
Other income received	2017-12-31	$71,015
Net income (gross income less expenses)	2017-12-31	$126,565
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,408,519
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,281,954
Assets. Value of real-estate (other than employer real property)	2017-12-31	$1,395,707
Total contributions received or receivable from employer(s)	2017-12-31	$10,061
2016 : PHILLIP G. DAVIS, MD 401(K) 2016 401k financial data
Total income from all sources	2016-12-31	$50,364
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,281,954
Total plan assets at beginning of year	2016-12-31	$1,231,590
Value of fidelity bond covering the plan	2016-12-31	$34,000
Total contributions received or receivable from participants	2016-12-31	$42,946
Other income received	2016-12-31	$294
Net income (gross income less expenses)	2016-12-31	$50,364
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,281,954
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,231,590
Assets. Value of real-estate (other than employer real property)	2016-12-31	$1,269,349
Total contributions received or receivable from employer(s)	2016-12-31	$7,124
2015 : PHILLIP G. DAVIS, MD 401(K) 2015 401k financial data
Total income from all sources	2015-12-31	$13,408
Expenses. Total of all expenses incurred	2015-12-31	$12,440
Benefits paid (including direct rollovers)	2015-12-31	$12,350
Total plan assets at end of year	2015-12-31	$1,231,590
Total plan assets at beginning of year	2015-12-31	$1,230,622
Value of fidelity bond covering the plan	2015-12-31	$34,000
Total contributions received or receivable from participants	2015-12-31	$45,397
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-39,593
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$968
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,231,590
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,230,622
Assets. Value of real-estate (other than employer real property)	2015-12-31	$1,224,082
Total contributions received or receivable from employer(s)	2015-12-31	$7,604
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$90
2014 : PHILLIP G. DAVIS, MD 401(K) 2014 401k financial data
Total income from all sources	2014-12-31	$79,448
Expenses. Total of all expenses incurred	2014-12-31	$1,323
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,230,622
Total plan assets at beginning of year	2014-12-31	$1,152,497
Value of fidelity bond covering the plan	2014-12-31	$34,000
Total contributions received or receivable from participants	2014-12-31	$44,625
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$15,664
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$78,125
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,230,622
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,152,497
Assets. Value of real-estate (other than employer real property)	2014-12-31	$1,191,000
Total contributions received or receivable from employer(s)	2014-12-31	$19,159
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,323
2013 : PHILLIP G. DAVIS, MD 401(K) 2013 401k financial data
Total income from all sources	2013-12-31	$321,840
Expenses. Total of all expenses incurred	2013-12-31	$1,064
Total plan assets at end of year	2013-12-31	$1,152,497
Total plan assets at beginning of year	2013-12-31	$831,721
Value of fidelity bond covering the plan	2013-12-31	$34,000
Total contributions received or receivable from participants	2013-12-31	$43,566
Other income received	2013-12-31	$271,297
Net income (gross income less expenses)	2013-12-31	$320,776
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,152,497
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$831,721
Assets. Value of participant loans	2013-12-31	$16,002
Assets. Value of real-estate (other than employer real property)	2013-12-31	$1,084,250
Total contributions received or receivable from employer(s)	2013-12-31	$6,977
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,064
2012 : PHILLIP G. DAVIS, MD 401(K) 2012 401k financial data
Total income from all sources	2012-12-31	$416,417
Expenses. Total of all expenses incurred	2012-12-31	$54
Total plan assets at end of year	2012-12-31	$831,721
Total plan assets at beginning of year	2012-12-31	$415,358
Value of fidelity bond covering the plan	2012-12-31	$34,000
Total contributions received or receivable from participants	2012-12-31	$41,606
Contributions received from other sources (not participants or employers)	2012-12-31	$355,415
Other income received	2012-12-31	$11,427
Net income (gross income less expenses)	2012-12-31	$416,363
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$831,721
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$415,358
Assets. Value of participant loans	2012-12-31	$36,092
Assets. Value of real-estate (other than employer real property)	2012-12-31	$707,695
Total contributions received or receivable from employer(s)	2012-12-31	$7,969
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$54

Form 5500 Responses for PHILLIP G. DAVIS, MD 401(K)

2022: PHILLIP G. DAVIS, MD 401(K) 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PHILLIP G. DAVIS, MD 401(K) 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PHILLIP G. DAVIS, MD 401(K) 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PHILLIP G. DAVIS, MD 401(K) 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PHILLIP G. DAVIS, MD 401(K) 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PHILLIP G. DAVIS, MD 401(K) 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PHILLIP G. DAVIS, MD 401(K) 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHILLIP G. DAVIS, MD 401(K) 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PHILLIP G. DAVIS, MD 401(K) 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PHILLIP G. DAVIS, MD 401(K) 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PHILLIP G. DAVIS, MD 401(K) 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: PHILLIP G. DAVIS, MD 401(K) 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DR PHILLIP DAVIS MD
Employer identification number (EIN):	650860579
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)