| Plan Name | THE DAVIDSON GROUP 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE DAVIDSON GROUP |
| Employer identification number (EIN): | 880404735 |
| NAIC Classification: | 523900 |
Additional information about THE DAVIDSON GROUP
| Jurisdiction of Incorporation: | Nevada Department of State |
| Incorporation Date: | 1998-07-14 |
| Company Identification Number: | 19981280537 |
| Legal Registered Office Address: |
800 SOUTHWOOD BLVD STE 204 INCLINE VILLAGE United States of America (USA) 89451 |
More information about THE DAVIDSON GROUP
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MARK R HERRON | 2024-06-17 | MARK R HERRON | 2024-06-17 |
| 001 | 2022-01-01 | MARK R HERRON | 2023-05-02 | MARK R HERRON | 2023-05-02 |
| 001 | 2021-01-01 | MARK R HERRON | 2022-05-16 | MARK R HERRON | 2022-05-16 |
| 001 | 2020-01-01 | MARK R HERRON | 2021-04-22 | MARK R HERRON | 2021-04-22 |
| 001 | 2019-01-01 | MARK R HERRON | 2020-05-22 | MARK R HERRON | 2020-05-22 |
| 001 | 2018-01-01 | MARK R HERRON | 2019-05-15 | ||
| 001 | 2017-01-01 | MARK R HERRON | 2018-05-21 | MARK R HERRON | 2018-05-21 |
| 001 | 2016-01-01 | MARK HERRON | 2017-05-22 | ||
| 001 | 2015-01-01 | MARK HERRON | 2016-03-21 | ||
| 001 | 2014-01-01 | MARK HERRON | 2015-04-28 | ||
| 001 | 2013-01-01 | MARK HERRON | 2014-05-09 | ||
| 001 | 2012-01-01 | MARK HERRON | 2013-03-04 | ||
| 001 | 2011-01-01 | MARK HERRON | 2012-02-27 | ||
| 001 | 2010-01-01 | MARK HERRON | 2011-06-08 | MARK HERRON | 2011-06-08 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE DAVIDSON GROUP 401(K) PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-05-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-08 | 107881 |
| Net assets as of the end of the plan year | 2025-05-08 | 4174075 |
| Total assets as of the beginning of the plan year | 2025-05-08 | 3031081 |
| Value of plan covered by a fidelity bond | 2025-05-08 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-08 | 459466 |
| Other contributions to plan in this plan year | 2025-05-08 | 48083 |
| Other income to plan in this plan year | 2025-05-08 | 495355 |
| Plan net income in this plan year | 2025-05-08 | 1142994 |
| Net assets as of the end of the plan year | 2025-05-08 | 4174075 |
| Net assets as of the beginning of the plan year | 2025-05-08 | 3031081 |
| Employer contributions to plan in this plan year | 2025-05-08 | 247971 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-08 | 705 |
| 2024 : THE DAVIDSON GROUP 401(K) PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-06-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-17 | 22516 |
| Net assets as of the end of the plan year | 2024-06-17 | 3031081 |
| Total assets as of the beginning of the plan year | 2024-06-17 | 1913368 |
| Value of plan covered by a fidelity bond | 2024-06-17 | 385000 |
| Participant contributions to plan in this plan year | 2024-06-17 | 378934 |
| Other contributions to plan in this plan year | 2024-06-17 | 138162 |
| Other income to plan in this plan year | 2024-06-17 | 421355 |
| Plan net income in this plan year | 2024-06-17 | 1117713 |
| Net assets as of the end of the plan year | 2024-06-17 | 3031081 |
| Net assets as of the beginning of the plan year | 2024-06-17 | 1913368 |
| Employer contributions to plan in this plan year | 2024-06-17 | 201778 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-17 | 405 |
| 2022 : THE DAVIDSON GROUP 401(K) PLAN 2022 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2022-05-16 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-16 | 48602 |
| Net assets as of the end of the plan year | 2022-05-16 | 1814495 |
| Total assets as of the beginning of the plan year | 2022-05-16 | 1420499 |
| Value of plan covered by a fidelity bond | 2022-05-16 | 265000 |
| Participant contributions to plan in this plan year | 2022-05-16 | 210357 |
| Other income to plan in this plan year | 2022-05-16 | 232241 |
| Plan net income in this plan year | 2022-05-16 | 393996 |
| Net assets as of the end of the plan year | 2022-05-16 | 1814495 |
| Net assets as of the beginning of the plan year | 2022-05-16 | 1420499 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-16 | 75 |