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MICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN 401k Plan overview

Plan NameMICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN
Plan identification number 001

MICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MICHAEL A. DAVIS, CPA, LTD. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL A. DAVIS, CPA, LTD.
Employer identification number (EIN):860695067
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL DAVIS2024-07-30 MICHAEL DAVIS2024-07-30
0012022-01-01MICHAEL DAVIS2023-10-09 MICHAEL DAVIS2023-10-09
0012021-01-01MICHAEL DAVIS2022-10-12 MICHAEL DAVIS2022-10-12
0012020-01-01MICHAEL A. DAVIS2021-07-30 MICHAEL A. DAVIS2021-07-30
0012019-01-01MICHAEL DAVIS2020-07-27 MICHAEL DAVIS2020-07-27
0012018-01-01MICHAEL DAVIS2019-07-22 MICHAEL DAVIS2019-07-22
0012017-01-01MICHAEL DAVIS2018-07-21 MICHAEL DAVIS2018-07-21
0012016-01-01MICHAEL DAVIS2017-10-01 MICHAEL DAVIS2017-10-01
0012015-01-01MICHAEL DAVIS2016-10-14 MICHAEL DAVIS2016-10-14
0012014-01-01MICHAEL DAVIS2015-09-25 MICHAEL DAVIS2015-09-25
0012013-01-01MICHAEL DAVIS2014-07-27 MICHAEL DAVIS2014-07-27
0012012-01-01MICHAEL DAVIS2013-10-08 MICHAEL DAVIS2013-10-08

Plan Statistics for MICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN

401k plan membership statisitcs for MICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN

Measure Date Value
2025: MICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-302
Total number of particpants at end of year2025-07-302
Number of Participants With Account Balances2025-07-302
2024: MICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-312
Total number of particpants at end of year2024-07-312
Number of Participants With Account Balances2024-07-312
2022: MICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-122
Total number of particpants at end of year2022-10-122
Number of Participants With Account Balances2022-10-122

Financial Data on MICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN

Measure Date Value
2025 : MICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-304635
Net assets as of the end of the plan year2025-07-30451154
Total assets as of the beginning of the plan year2025-07-30388156
Participant contributions to plan in this plan year2025-07-3030000
Value of participant loans at end of plan year2025-07-300
Other income to plan in this plan year2025-07-3033633
Plan net income in this plan year2025-07-3062998
Net assets as of the end of the plan year2025-07-30451154
Net assets as of the beginning of the plan year2025-07-30388156
Employer contributions to plan in this plan year2025-07-304000
2024 : MICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Net assets as of the end of the plan year2024-07-31388156
Total assets as of the beginning of the plan year2024-07-31310721
Participant contributions to plan in this plan year2024-07-3126000
Value of participant loans at end of plan year2024-07-31724
Other income to plan in this plan year2024-07-3142935
Plan net income in this plan year2024-07-3177435
Net assets as of the end of the plan year2024-07-31388156
Net assets as of the beginning of the plan year2024-07-31310721
Employer contributions to plan in this plan year2024-07-318500
2022 : MICHAEL A. DAVIS, CPA, LTD. 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-124480
Net assets as of the end of the plan year2022-10-12322823
Total assets as of the beginning of the plan year2022-10-12245004
Participant contributions to plan in this plan year2022-10-1226000
Value of participant loans at end of plan year2022-10-121148
Other income to plan in this plan year2022-10-1235098
Plan net income in this plan year2022-10-1277819
Net assets as of the end of the plan year2022-10-12322823
Net assets as of the beginning of the plan year2022-10-12245004
Employer contributions to plan in this plan year2022-10-1221201

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