DAVIS CLARK BUTT CARITHERS & TAYLOR, PLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST
401k plan membership statisitcs for DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST
| Measure | Date | Value |
|---|
| 2019: DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
| Total of all active and inactive participants | 2019-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 18 |
| Number of participants with account balances | 2019-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2014: DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
| 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 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 22 |
| Number of participants with account balances | 2014-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
| 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 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 20 |
| Number of participants with account balances | 2013-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 21 |
| Total participants | 2012-01-01 | 21 |
| Number of participants with account balances | 2012-01-01 | 21 |
| 2011: DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 21 |
| Total participants | 2011-01-01 | 21 |
| Number of participants with account balances | 2011-01-01 | 20 |
| 2009: DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 22 |
| Total participants | 2009-01-01 | 22 |
| Number of participants with account balances | 2009-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,506,272 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $392,097 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $345,436 |
| Total plan assets at end of year | 2019-12-31 | $9,238,540 |
| Total plan assets at beginning of year | 2019-12-31 | $8,124,365 |
| Value of fidelity bond covering the plan | 2019-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $112,545 |
| Other income received | 2019-12-31 | $1,381,659 |
| Net income (gross income less expenses) | 2019-12-31 | $1,114,175 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $9,238,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,124,365 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $648,960 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $12,068 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $46,661 |
| 2014 : DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $333,900 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $387,426 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $328,000 |
| Total plan assets at end of year | 2014-12-31 | $7,645,060 |
| Total plan assets at beginning of year | 2014-12-31 | $7,698,586 |
| Value of fidelity bond covering the plan | 2014-12-31 | $700,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $100,721 |
| Other income received | 2014-12-31 | $223,496 |
| Net income (gross income less expenses) | 2014-12-31 | $-53,526 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,645,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,698,586 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $401,327 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $9,683 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $59,426 |
| 2013 : DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,184,995 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $307,669 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $263,787 |
| Total plan assets at end of year | 2013-12-31 | $7,698,586 |
| Total plan assets at beginning of year | 2013-12-31 | $6,821,260 |
| Value of fidelity bond covering the plan | 2013-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $42,553 |
| Other income received | 2013-12-31 | $1,121,076 |
| Net income (gross income less expenses) | 2013-12-31 | $877,326 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,698,586 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,821,260 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $479,327 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $21,366 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $43,882 |
| 2012 : DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $630,242 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $273,970 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $221,000 |
| Total plan assets at end of year | 2012-12-31 | $6,821,260 |
| Total plan assets at beginning of year | 2012-12-31 | $6,464,988 |
| Value of fidelity bond covering the plan | 2012-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $76,720 |
| Other income received | 2012-12-31 | $523,849 |
| Net income (gross income less expenses) | 2012-12-31 | $356,272 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,821,260 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,464,988 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $610,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $29,673 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $52,970 |
| 2011 : DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-2,806 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $273,056 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $232,779 |
| Total plan assets at end of year | 2011-12-31 | $6,464,988 |
| Total plan assets at beginning of year | 2011-12-31 | $6,740,850 |
| Value of fidelity bond covering the plan | 2011-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $127,090 |
| Other income received | 2011-12-31 | $-153,408 |
| Net income (gross income less expenses) | 2011-12-31 | $-275,862 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,464,988 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,740,850 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $610,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $23,512 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $40,277 |
| 2010 : DAVIS WRIGHT CLARK BUTT & CARITHERS PLC 401(K) PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $719,817 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $242,705 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $211,626 |
| Total plan assets at end of year | 2010-12-31 | $6,740,850 |
| Total plan assets at beginning of year | 2010-12-31 | $6,263,738 |
| Value of fidelity bond covering the plan | 2010-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $119,364 |
| Other income received | 2010-12-31 | $581,004 |
| Net income (gross income less expenses) | 2010-12-31 | $477,112 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,740,850 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,263,738 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $677,932 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $19,449 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $31,079 |
