THE DAVIS GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE DAVIS GROUP 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for THE DAVIS GROUP 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : THE DAVIS GROUP 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-18 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-18 | 1797 |
| Net assets as of the end of the plan year | 2025-07-18 | 672402 |
| Total assets as of the beginning of the plan year | 2025-07-18 | 511383 |
| Value of plan covered by a fidelity bond | 2025-07-18 | 51138 |
| Participant contributions to plan in this plan year | 2025-07-18 | 51892 |
| Value of participant loans at end of plan year | 2025-07-18 | 22071 |
| Other expenses paid from plan in this plan year | 2025-07-18 | 0 |
| Other contributions to plan in this plan year | 2025-07-18 | 0 |
| Other income to plan in this plan year | 2025-07-18 | 89937 |
| Plan net income in this plan year | 2025-07-18 | 161019 |
| Net assets as of the end of the plan year | 2025-07-18 | 672402 |
| Net assets as of the beginning of the plan year | 2025-07-18 | 511383 |
| Employer contributions to plan in this plan year | 2025-07-18 | 20987 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-18 | 1797 |
| 2024 : THE DAVIS GROUP 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-09 | 1277 |
| Net assets as of the end of the plan year | 2024-07-09 | 511383 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 317154 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 31715 |
| Participant contributions to plan in this plan year | 2024-07-09 | 49671 |
| Value of participant loans at end of plan year | 2024-07-09 | 3077 |
| Other expenses paid from plan in this plan year | 2024-07-09 | 0 |
| Other contributions to plan in this plan year | 2024-07-09 | 49236 |
| Other income to plan in this plan year | 2024-07-09 | 76627 |
| Plan net income in this plan year | 2024-07-09 | 194229 |
| Net assets as of the end of the plan year | 2024-07-09 | 511383 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 317154 |
| Employer contributions to plan in this plan year | 2024-07-09 | 19972 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 1277 |
| 2022 : THE DAVIS GROUP 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-21 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-21 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-21 | 842 |
| Net assets as of the end of the plan year | 2022-06-21 | 332438 |
| Total assets as of the beginning of the plan year | 2022-06-21 | 255139 |
| Value of plan covered by a fidelity bond | 2022-06-21 | 25514 |
| Participant contributions to plan in this plan year | 2022-06-21 | 22672 |
| Other expenses paid from plan in this plan year | 2022-06-21 | 0 |
| Other contributions to plan in this plan year | 2022-06-21 | 0 |
| Other income to plan in this plan year | 2022-06-21 | 44923 |
| Plan net income in this plan year | 2022-06-21 | 77299 |
| Net assets as of the end of the plan year | 2022-06-21 | 332438 |
| Net assets as of the beginning of the plan year | 2022-06-21 | 255139 |
| Employer contributions to plan in this plan year | 2022-06-21 | 10546 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-21 | 842 |
