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DAVID MARGULIES & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID MARGULIES & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number 001

DAVID MARGULIES & ASSOCIATES, INC. 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
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVID MARGULIES & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID MARGULIES & ASSOCIATES, INC.
Employer identification number (EIN):752114370
NAIC Classification:541800

Additional information about DAVID MARGULIES & ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1986-05-30
Company Identification Number: 0079901200
Legal Registered Office Address: 14275 MIDWAY RD STE 130

ADDISON
United States of America (USA)
75001

More information about DAVID MARGULIES & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID MARGULIES & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID MARGULIES2024-07-26
0012022-01-01DAVID MARGULIES2023-02-24
0012021-01-01
0012020-01-01DAVID MARGULIES2021-06-30
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01SETH A. MARGOLIES2017-05-23
0012015-01-01SETH MARGOLIES2016-06-29
0012014-01-01PATRICIA A. WILLIAMSON2015-06-15
0012013-01-01PATRICIA A. WILLIAMSON2014-09-19 PATRICIA A. WILLIAMSON2014-09-19
0012012-01-01PATRICIA A. WILLIAMSON2013-09-04 PATRICIA A. WILLIAMSON2013-09-04
0012011-01-01DON WIGGINS2012-07-24
0012010-01-01DON WIGGINS2012-09-21

Financial Data on DAVID MARGULIES & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID MARGULIES & ASSOCIATES, INC. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-28108344
Net assets as of the end of the plan year2025-02-282791129
Total assets as of the beginning of the plan year2025-02-282610184
Value of plan covered by a fidelity bond2025-02-28270000
Participant contributions to plan in this plan year2025-02-2861000
Other expenses paid from plan in this plan year2025-02-2818040
Other income to plan in this plan year2025-02-28152537
Plan net income in this plan year2025-02-28180945
Net assets as of the end of the plan year2025-02-282791129
Net assets as of the beginning of the plan year2025-02-282610184
Employer contributions to plan in this plan year2025-02-2875752
2024 : DAVID MARGULIES & ASSOCIATES, INC. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-26226059
Net assets as of the end of the plan year2024-07-262610184
Total assets as of the beginning of the plan year2024-07-262603670
Value of plan covered by a fidelity bond2024-07-26250000
Participant contributions to plan in this plan year2024-07-2660000
Other expenses paid from plan in this plan year2024-07-2616572
Other income to plan in this plan year2024-07-26101581
Plan net income in this plan year2024-07-266514
Net assets as of the end of the plan year2024-07-262610184
Net assets as of the beginning of the plan year2024-07-262603670
Employer contributions to plan in this plan year2024-07-2670992

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