?>
Logo

GEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

GEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

GEORGE A. DAVID, P.A. has sponsored the creation of one or more 401k plans.

Company Name:GEORGE A. DAVID, P.A.
Employer identification number (EIN):650880043
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about GEORGE A. DAVID, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1998-12-09
Company Identification Number: P98000102724
Legal Registered Office Address: 395 ALHAMBRA CIRCLE, SUITE 301

CORAL GABLES

33134

More information about GEORGE A. DAVID, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Plan Statistics for GEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: GEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-166
Total number of particpants at end of year2025-09-166
Number of Participants With Account Balances2025-09-166
2024: GEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-056
Total number of particpants at end of year2024-09-056
Number of Participants With Account Balances2024-09-056
2022: GEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-105
Total number of particpants at end of year2022-10-105
Number of Participants With Account Balances2022-10-105

Financial Data on GEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : GEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-160
Total liabilities as of the beginning of the plan year2025-09-160
Total expenses incurred by plan in this plan year2025-09-1637449
Net assets as of the end of the plan year2025-09-16177223
Total assets as of the beginning of the plan year2025-09-16107835
Value of plan covered by a fidelity bond2025-09-16385000
Participant contributions to plan in this plan year2025-09-1639014
Value of participant loans at end of plan year2025-09-164134
Other expenses paid from plan in this plan year2025-09-160
Other contributions to plan in this plan year2025-09-160
Other income to plan in this plan year2025-09-1610086
Plan net income in this plan year2025-09-1669388
Net assets as of the end of the plan year2025-09-16177223
Net assets as of the beginning of the plan year2025-09-16107835
Employer contributions to plan in this plan year2025-09-1657737
Fees paid to broker by Benefit Provider2025-09-16245
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-16245
2024 : GEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-050
Total liabilities as of the end of the plan year2024-09-050
Total liabilities as of the beginning of the plan year2024-09-050
Total expenses incurred by plan in this plan year2024-09-05116353
Net assets as of the end of the plan year2024-09-05107835
Total assets as of the beginning of the plan year2024-09-05152738
Value of plan covered by a fidelity bond2024-09-05385000
Participant contributions to plan in this plan year2024-09-0537888
Value of participant loans at end of plan year2024-09-056164
Other expenses paid from plan in this plan year2024-09-050
Other contributions to plan in this plan year2024-09-050
Other income to plan in this plan year2024-09-0527525
Plan net income in this plan year2024-09-05-44903
Net assets as of the end of the plan year2024-09-05107835
Net assets as of the beginning of the plan year2024-09-05152738
Employer contributions to plan in this plan year2024-09-056037
Fees paid to broker by Benefit Provider2024-09-05230
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-05230
2022 : GEORGE A. DAVID, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-100
Total liabilities as of the end of the plan year2022-10-100
Total liabilities as of the beginning of the plan year2022-10-100
Total expenses incurred by plan in this plan year2022-10-10108946
Net assets as of the end of the plan year2022-10-10146561
Total assets as of the beginning of the plan year2022-10-10169234
Value of plan covered by a fidelity bond2022-10-10385000
Participant contributions to plan in this plan year2022-10-1032315
Value of participant loans at end of plan year2022-10-103087
Other expenses paid from plan in this plan year2022-10-100
Other contributions to plan in this plan year2022-10-100
Other income to plan in this plan year2022-10-1035510
Plan net income in this plan year2022-10-10-22673
Net assets as of the end of the plan year2022-10-10146561
Net assets as of the beginning of the plan year2022-10-10169234
Employer contributions to plan in this plan year2022-10-1018448
Fees paid to broker by Benefit Provider2022-10-10205
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-10205

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3