D DAVIS HOLDINGS, INC. has sponsored the creation of one or more 401k plans.
Additional information about D DAVIS HOLDINGS, INC.
Submission information for form 5500 for 401k plan D DAVIS HOLDINGS, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : D DAVIS HOLDINGS, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $125,446 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $29,942 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $28,444 |
| Total plan assets at end of year | 2024-01-01 | $842,848 |
| Total plan assets at beginning of year | 2024-01-01 | $747,344 |
| Value of fidelity bond covering the plan | 2024-01-01 | $75,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $22,926 |
| Other income received | 2024-01-01 | $84,830 |
| Net income (gross income less expenses) | 2024-01-01 | $95,504 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $842,848 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $747,344 |
| Assets. Value of employer securities | 2024-01-01 | $626,108 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $17,690 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $1,498 |
| 2023 : D DAVIS HOLDINGS, INC. 401(K) PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $372,653 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $21,130 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $19,814 |
| Total plan assets at end of year | 2023-12-31 | $747,344 |
| Total plan assets at beginning of year | 2023-12-31 | $395,821 |
| Value of fidelity bond covering the plan | 2023-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $21,491 |
| Other income received | 2023-12-31 | $334,715 |
| Net income (gross income less expenses) | 2023-12-31 | $351,523 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $747,344 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $395,821 |
| Assets. Value of employer securities | 2023-12-31 | $561,916 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $16,447 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $1,316 |
| 2022 : D DAVIS HOLDINGS, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-30,595 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $4,956 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $3,639 |
| Total plan assets at end of year | 2022-12-31 | $395,821 |
| Total plan assets at beginning of year | 2022-12-31 | $431,372 |
| Value of fidelity bond covering the plan | 2022-12-31 | $44,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $17,564 |
| Other income received | 2022-12-31 | $-61,280 |
| Net income (gross income less expenses) | 2022-12-31 | $-35,551 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $395,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $431,372 |
| Assets. Value of employer securities | 2022-12-31 | $250,386 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $13,121 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,317 |
| 2021 : D DAVIS HOLDINGS, INC. 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $357,163 |
| Total income from all sources | 2021-12-31 | $74,209 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $431,372 |
| Total plan assets at beginning of year | 2021-12-31 | $0 |
| Value of fidelity bond covering the plan | 2021-12-31 | $43,137 |
| Total contributions received or receivable from participants | 2021-12-31 | $1,371 |
| Other income received | 2021-12-31 | $71,802 |
| Net income (gross income less expenses) | 2021-12-31 | $74,209 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $431,372 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $287,911 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,036 |
| 2023: D DAVIS HOLDINGS, INC. 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: D DAVIS HOLDINGS, INC. 401(K) PLAN 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: D DAVIS HOLDINGS, INC. 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
