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RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 401k Plan overview

Plan NameRICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN
Plan identification number 001

RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

RICHARD C DAVIS DDS & ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD C DAVIS DDS & ASSOCIATES PC
Employer identification number (EIN):860474879
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01
0012022-08-01R4ICHARD C DAVIS
0012021-08-01
0012021-08-01RICHARD C DAVIS
0012020-08-01
0012019-08-01
0012018-08-01
0012017-08-01RICHARD C DAVIS DDS RICHARD C DAVIS DDS2019-02-26
0012016-08-01RICHARD C DAVIS DDS RICHARD C DAVIS DDS2017-12-20
0012015-08-01RICHARD C DAVIS RICHARD C DAVIS2017-02-28
0012014-08-01RICHARD C DAVIS RICHARD C DAVIS2016-02-26
0012013-08-01RICHARD C DAVIS RICHARD C DAVIS2015-02-28
0012012-08-01RICHARD C DAVIS RICHARD C DAVIS2014-02-26
0012011-08-01RICHARD C DAVIS RICHARD C DAVIS2013-02-26
0012009-08-01RICHARD C DAVIS RICHARD C DAVIS2011-05-13

Financial Data on RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN

Measure Date Value
2023 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2023 401k financial data
Total plan liabilities at end of year2023-07-31$0
Total income from all sources2023-07-31$-80,072
Expenses. Total of all expenses incurred2023-07-31$2,122,645
Benefits paid (including direct rollovers)2023-07-31$2,118,489
Total plan assets at end of year2023-07-31$0
Total plan assets at beginning of year2023-07-31$2,202,717
Expenses. Other expenses not covered elsewhere2023-07-31$4,156
Other income received2023-07-31$-80,072
Net income (gross income less expenses)2023-07-31$-2,202,717
Net plan assets at beginning of year (total assets less liabilities)2023-07-31$2,202,717
2022 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2022 401k financial data
Total income from all sources2022-07-31$67,428
Expenses. Total of all expenses incurred2022-07-31$150,503
Benefits paid (including direct rollovers)2022-07-31$148,518
Total plan assets at end of year2022-07-31$2,202,717
Total plan assets at beginning of year2022-07-31$2,285,792
Expenses. Other expenses not covered elsewhere2022-07-31$1,985
Other income received2022-07-31$67,025
Net income (gross income less expenses)2022-07-31$-83,075
Net plan assets at end of year (total assets less liabilities)2022-07-31$2,202,717
Net plan assets at beginning of year (total assets less liabilities)2022-07-31$2,285,792
Assets. Value of participant loans2022-07-31$30,000
Total contributions received or receivable from employer(s)2022-07-31$403
2021 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-07-31$0
Total income from all sources2021-07-31$291,301
Expenses. Total of all expenses incurred2021-07-31$1,620
Total plan assets at end of year2021-07-31$2,285,792
Total plan assets at beginning of year2021-07-31$1,996,111
Expenses. Other expenses not covered elsewhere2021-07-31$1,620
Other income received2021-07-31$290,890
Net income (gross income less expenses)2021-07-31$289,681
Net plan assets at end of year (total assets less liabilities)2021-07-31$2,285,792
Net plan assets at beginning of year (total assets less liabilities)2021-07-31$1,996,111
Total contributions received or receivable from employer(s)2021-07-31$411
Minimum employer required contribution for this plan year2021-07-31$411
Amount contributed by the employer to the plan for this plan year2021-07-31$411
2020 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-07-31$0
Total income from all sources2020-07-31$-12,148
Expenses. Total of all expenses incurred2020-07-31$1,635
Total plan assets at end of year2020-07-31$1,996,111
Total plan assets at beginning of year2020-07-31$2,009,894
Expenses. Other expenses not covered elsewhere2020-07-31$1,635
Other income received2020-07-31$-12,491
Net income (gross income less expenses)2020-07-31$-13,783
Net plan assets at end of year (total assets less liabilities)2020-07-31$1,996,111
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$2,009,894
Total contributions received or receivable from employer(s)2020-07-31$343
2019 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-07-31$0
Total income from all sources2019-07-31$82,923
Expenses. Total of all expenses incurred2019-07-31$1,865
Total plan assets at end of year2019-07-31$2,009,894
Total plan assets at beginning of year2019-07-31$1,928,836
Other income received2019-07-31$82,486
Net income (gross income less expenses)2019-07-31$81,058
Net plan assets at end of year (total assets less liabilities)2019-07-31$2,009,894
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$1,928,836
Total contributions received or receivable from employer(s)2019-07-31$437
Expenses. Administrative service providers (salaries,fees and commissions)2019-07-31$1,865
Minimum employer required contribution for this plan year2019-07-31$437
Amount contributed by the employer to the plan for this plan year2019-07-31$437
2018 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-07-31$0
Total income from all sources2018-07-31$66,592
Expenses. Total of all expenses incurred2018-07-31$1,720
Total plan assets at end of year2018-07-31$1,928,836
Total plan assets at beginning of year2018-07-31$1,863,964
Expenses. Other expenses not covered elsewhere2018-07-31$150
Other income received2018-07-31$17,275
Net income (gross income less expenses)2018-07-31$64,872
Net plan assets at end of year (total assets less liabilities)2018-07-31$1,928,836
Net plan assets at beginning of year (total assets less liabilities)2018-07-31$1,863,964
Total contributions received or receivable from employer(s)2018-07-31$49,317
Expenses. Administrative service providers (salaries,fees and commissions)2018-07-31$1,570
Minimum employer required contribution for this plan year2018-07-31$49,318
Amount contributed by the employer to the plan for this plan year2018-07-31$49,318
2017 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-07-31$0
Total income from all sources2017-07-31$113,581
Expenses. Total of all expenses incurred2017-07-31$1,760
Total plan assets at end of year2017-07-31$1,863,964
Total plan assets at beginning of year2017-07-31$1,752,143
Expenses. Other expenses not covered elsewhere2017-07-31$300
Other income received2017-07-31$42,703
Net income (gross income less expenses)2017-07-31$111,821
Net plan assets at end of year (total assets less liabilities)2017-07-31$1,863,964
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$1,752,143
Total contributions received or receivable from employer(s)2017-07-31$70,878
Expenses. Administrative service providers (salaries,fees and commissions)2017-07-31$1,460
Minimum employer required contribution for this plan year2017-07-31$70,878
Amount contributed by the employer to the plan for this plan year2017-07-31$70,878
2016 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-07-31$0
Total income from all sources2016-07-31$213,998
Expenses. Total of all expenses incurred2016-07-31$3,105
Total plan assets at end of year2016-07-31$1,752,143
Total plan assets at beginning of year2016-07-31$1,541,250
Expenses. Other expenses not covered elsewhere2016-07-31$145
Other income received2016-07-31$147,204
Net income (gross income less expenses)2016-07-31$210,893
Net plan assets at end of year (total assets less liabilities)2016-07-31$1,752,143
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$1,541,250
Total contributions received or receivable from employer(s)2016-07-31$66,794
Expenses. Administrative service providers (salaries,fees and commissions)2016-07-31$2,960
Minimum employer required contribution for this plan year2016-07-31$66,794
Amount contributed by the employer to the plan for this plan year2016-07-31$66,794
2015 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-07-31$0
Total income from all sources2015-07-31$90,283
Expenses. Total of all expenses incurred2015-07-31$145
Total plan assets at end of year2015-07-31$1,541,250
Total plan assets at beginning of year2015-07-31$1,451,112
Expenses. Other expenses not covered elsewhere2015-07-31$145
Other income received2015-07-31$20,871
Net income (gross income less expenses)2015-07-31$90,138
Net plan assets at end of year (total assets less liabilities)2015-07-31$1,541,250
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$1,451,112
Total contributions received or receivable from employer(s)2015-07-31$69,412
Minimum employer required contribution for this plan year2015-07-31$69,412
Amount contributed by the employer to the plan for this plan year2015-07-31$69,412
2014 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-07-31$0
Total income from all sources2014-07-31$194,473
Expenses. Total of all expenses incurred2014-07-31$1,585
Total plan assets at end of year2014-07-31$1,451,112
Total plan assets at beginning of year2014-07-31$1,258,224
Expenses. Other expenses not covered elsewhere2014-07-31$1,585
Other income received2014-07-31$132,007
Net income (gross income less expenses)2014-07-31$192,888
Net plan assets at end of year (total assets less liabilities)2014-07-31$1,451,112
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$1,258,224
Total contributions received or receivable from employer(s)2014-07-31$62,466
Minimum employer required contribution for this plan year2014-07-31$62,466
Amount contributed by the employer to the plan for this plan year2014-07-31$62,466
2013 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-07-31$0
Total income from all sources2013-07-31$123,796
Expenses. Total of all expenses incurred2013-07-31$1,690
Total plan assets at end of year2013-07-31$1,258,224
Total plan assets at beginning of year2013-07-31$1,136,118
Expenses. Other expenses not covered elsewhere2013-07-31$1,690
Other income received2013-07-31$64,871
Net income (gross income less expenses)2013-07-31$122,106
Net plan assets at end of year (total assets less liabilities)2013-07-31$1,258,224
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$1,136,118
Total contributions received or receivable from employer(s)2013-07-31$58,925
Minimum employer required contribution for this plan year2013-07-31$58,925
Amount contributed by the employer to the plan for this plan year2013-07-31$58,925
2012 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-07-31$0
Total income from all sources2012-07-31$152,233
Expenses. Total of all expenses incurred2012-07-31$1,625
Total plan assets at end of year2012-07-31$1,136,118
Total plan assets at beginning of year2012-07-31$985,510
Expenses. Other expenses not covered elsewhere2012-07-31$1,625
Other income received2012-07-31$101,763
Net income (gross income less expenses)2012-07-31$150,608
Net plan assets at end of year (total assets less liabilities)2012-07-31$1,136,118
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$985,510
Total contributions received or receivable from employer(s)2012-07-31$50,470
Minimum employer required contribution for this plan year2012-07-31$50,470
Amount contributed by the employer to the plan for this plan year2012-07-31$50,470
2011 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-07-31$0
Total income from all sources2011-07-31$155,753
Expenses. Total of all expenses incurred2011-07-31$1,771
Total plan assets at end of year2011-07-31$985,510
Total plan assets at beginning of year2011-07-31$831,528
Expenses. Other expenses not covered elsewhere2011-07-31$1,771
Other income received2011-07-31$97,666
Net income (gross income less expenses)2011-07-31$153,982
Net plan assets at end of year (total assets less liabilities)2011-07-31$985,510
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$831,528
Total contributions received or receivable from employer(s)2011-07-31$58,087
Minimum employer required contribution for this plan year2011-07-31$58,087
Amount contributed by the employer to the plan for this plan year2011-07-31$58,087
2010 : RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2010 401k financial data
Minimum employer required contribution for this plan year2010-07-31$55,537
Amount contributed by the employer to the plan for this plan year2010-07-31$55,537

Form 5500 Responses for RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN

2022: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01This submission is the final filingYes
2022-08-01Plan funding arrangement – TrustYes
2022-08-01Plan benefit arrangement - TrustYes
2021: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement - TrustYes
2020: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement - TrustYes
2019: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement - TrustYes
2018: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes
2017: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement - TrustYes
2016: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2009: RICHARD C DAVIS DDS & ASSOCIATES PC PENSION PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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