ALAN C. DAVIS M.D., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALAN C. DAVIS, M. D. , P. A. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : ALAN C. DAVIS, M. D. , P. A. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-27 | 129488 |
| Net assets as of the end of the plan year | 2025-06-27 | 8062556 |
| Total assets as of the beginning of the plan year | 2025-06-27 | 6751264 |
| Value of plan covered by a fidelity bond | 2025-06-27 | 0 |
| Participant contributions to plan in this plan year | 2025-06-27 | 0 |
| Value of participant loans at end of plan year | 2025-06-27 | 0 |
| Other contributions to plan in this plan year | 2025-06-27 | 0 |
| Other income to plan in this plan year | 2025-06-27 | 1440780 |
| Plan net income in this plan year | 2025-06-27 | 1311292 |
| Net assets as of the end of the plan year | 2025-06-27 | 8062556 |
| Net assets as of the beginning of the plan year | 2025-06-27 | 6751264 |
| Employer contributions to plan in this plan year | 2025-06-27 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-27 | 1227 |
| 2024 : ALAN C. DAVIS, M. D. , P. A. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-08 | 104172 |
| Net assets as of the end of the plan year | 2024-07-08 | 6751264 |
| Total assets as of the beginning of the plan year | 2024-07-08 | 5598292 |
| Value of plan covered by a fidelity bond | 2024-07-08 | 0 |
| Participant contributions to plan in this plan year | 2024-07-08 | 0 |
| Value of participant loans at end of plan year | 2024-07-08 | 0 |
| Other contributions to plan in this plan year | 2024-07-08 | 0 |
| Other income to plan in this plan year | 2024-07-08 | 1257144 |
| Plan net income in this plan year | 2024-07-08 | 1152972 |
| Net assets as of the end of the plan year | 2024-07-08 | 6751264 |
| Net assets as of the beginning of the plan year | 2024-07-08 | 5598292 |
| Employer contributions to plan in this plan year | 2024-07-08 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-08 | 923 |
| 2010 : ALAN C. DAVIS, M. D. , P. A. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $129,116 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $4,327 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $4,327 |
| Total plan assets at end of year | 2010-12-31 | $1,870,689 |
| Total plan assets at beginning of year | 2010-12-31 | $1,745,900 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $60,914 |
| Other income received | 2010-12-31 | $22,678 |
| Net income (gross income less expenses) | 2010-12-31 | $124,789 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,870,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,745,900 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $45,524 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
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