DAVIDSON & ASSOCIATES INSURANCE, INC. has sponsored the creation of one or more 401k plans.
Additional information about DAVIDSON & ASSOCIATES INSURANCE, INC.
Submission information for form 5500 for 401k plan DAVIDSON & ASSOC. INS. AGENCY 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVIDSON & ASSOC. INS. AGENCY 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-23 | 18883 |
| Net assets as of the end of the plan year | 2025-06-23 | 1864720 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 1456494 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 145650 |
| Participant contributions to plan in this plan year | 2025-06-23 | 157734 |
| Other expenses paid from plan in this plan year | 2025-06-23 | 0 |
| Other contributions to plan in this plan year | 2025-06-23 | 13647 |
| Other income to plan in this plan year | 2025-06-23 | 196794 |
| Plan net income in this plan year | 2025-06-23 | 408226 |
| Net assets as of the end of the plan year | 2025-06-23 | 1864720 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 1456494 |
| Employer contributions to plan in this plan year | 2025-06-23 | 58934 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-23 | 8197 |
| 2024 : DAVIDSON & ASSOC. INS. AGENCY 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-21 | 44717 |
| Net assets as of the end of the plan year | 2024-06-21 | 1456494 |
| Total assets as of the beginning of the plan year | 2024-06-21 | 1010802 |
| Value of plan covered by a fidelity bond | 2024-06-21 | 125000 |
| Participant contributions to plan in this plan year | 2024-06-21 | 166846 |
| Other expenses paid from plan in this plan year | 2024-06-21 | 0 |
| Other contributions to plan in this plan year | 2024-06-21 | 66552 |
| Other income to plan in this plan year | 2024-06-21 | 200690 |
| Plan net income in this plan year | 2024-06-21 | 445692 |
| Net assets as of the end of the plan year | 2024-06-21 | 1456494 |
| Net assets as of the beginning of the plan year | 2024-06-21 | 1010802 |
| Employer contributions to plan in this plan year | 2024-06-21 | 56321 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-21 | 5724 |
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