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PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 401k Plan overview

Plan NamePHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN
Plan identification number 001

PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.

401k Sponsoring company profile

PHILIP B. DAVIS, ATTORNEY has sponsored the creation of one or more 401k plans.

Company Name:PHILIP B. DAVIS, ATTORNEY
Employer identification number (EIN):850328509
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICHOLAS DAVIS2023-10-20 NICHOLAS DAVIS2023-10-20
0012022-01-01NICHOLAS DAVIS2023-03-13 NICHOLAS DAVIS2023-03-13
0012021-01-01NICHOLAS DAVIS2022-08-31 NICHOLAS DAVIS2022-08-31
0012020-01-01PHILIP DAVIS2021-09-05 PHILIP DAVIS2021-09-05
0012019-01-01PHILIP DAVIS2020-01-21 PHILIP DAVIS2020-01-21
0012018-01-01PHILIP DAVIS2019-09-05 PHILIP DAVIS2019-09-05
0012017-01-01PHILIP DAVIS2018-09-17 PHILIP DAVIS2018-09-17
0012016-01-01PHILIP DAVIS2017-08-25 PHILIP DAVIS2017-08-25
0012015-01-01PHILIP DAVIS2016-05-25 PHILIP DAVIS2016-05-25
0012014-01-01PHILIP DAVIS2015-06-17 PHILIP DAVIS2015-06-17
0012013-01-01PHILIP DAVIS2014-10-06 PHILIP DAVIS2014-10-06

Financial Data on PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN

Measure Date Value
2022 : PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-310
Total liabilities as of the end of the plan year2022-08-310
Total liabilities as of the beginning of the plan year2022-08-310
Total expenses incurred by plan in this plan year2022-08-3112572
Net assets as of the end of the plan year2022-08-311205054
Total assets as of the beginning of the plan year2022-08-311019387
Value of plan covered by a fidelity bond2022-08-31120505
Participant contributions to plan in this plan year2022-08-310
Other expenses paid from plan in this plan year2022-08-310
Other contributions to plan in this plan year2022-08-310
Other income to plan in this plan year2022-08-31138239
Plan net income in this plan year2022-08-31185667
Net assets as of the end of the plan year2022-08-311205054
Net assets as of the beginning of the plan year2022-08-311019387
Employer contributions to plan in this plan year2022-08-3160000
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-3110163

Potentially related plans

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