| Plan Name | DAVIS VISIONARIES, INC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DAVIS VISIONARIES, INC. |
| Employer identification number (EIN): | 852839885 |
| NAIC Classification: | 621610 |
| NAIC Description: | Home Health Care Services |
Additional information about DAVIS VISIONARIES, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2020-09-03 |
| Company Identification Number: | P20000070708 |
| Legal Registered Office Address: |
13450 PURPLE FINCH CIR LAKEWOOD RANCH 34202 |
More information about DAVIS VISIONARIES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | MICHAEL DAVIS | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | MICHAEL DAVIS | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | MICHAEL DAVIS | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | MICHAEL DAVIS | |||
| 001 | 2020-09-03 |
| Measure | Date | Value |
|---|---|---|
| 2023 : DAVIS VISIONARIES, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data | ||
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $180,374 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $244,563 |
| Total plan assets at beginning of year | 2023-12-31 | $64,189 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $180,374 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $180,374 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $244,563 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $64,189 |
| Assets. Value of employer securities | 2023-12-31 | $244,085 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : DAVIS VISIONARIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-22,858 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $64,189 |
| Total plan assets at beginning of year | 2022-12-31 | $87,047 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-22,858 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-22,858 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $64,189 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $87,047 |
| Assets. Value of employer securities | 2022-12-31 | $63,713 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : DAVIS VISIONARIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $-112,928 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $87,047 |
| Total plan assets at beginning of year | 2021-12-31 | $199,975 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $-112,928 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-112,928 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $87,047 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $199,975 |
| Assets. Value of employer securities | 2021-12-31 | $86,571 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| 2020 : DAVIS VISIONARIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $200,000 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $25 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $199,975 |
| Total plan assets at beginning of year | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $25 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $200,000 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $199,975 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $199,975 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $199,500 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2023: DAVIS VISIONARIES, INC. 401(K) PROFIT SHARING 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: DAVIS VISIONARIES, INC. 401(K) PROFIT SHARING 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: DAVIS VISIONARIES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2020: DAVIS VISIONARIES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
| 2020-09-03 | Type of plan entity | Single employer plan |
| 2020-09-03 | First time form 5500 has been submitted | Yes |
| 2020-09-03 | Submission has been amended | No |
| 2020-09-03 | This submission is the final filing | No |
| 2020-09-03 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-09-03 | Plan is a collectively bargained plan | No |
| 2020-09-03 | Plan funding arrangement – Trust | Yes |
| 2020-09-03 | Plan benefit arrangement - Trust | Yes |