401k Plan data: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN plan

DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN
Plan identification number	001

DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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

DAVIS & ASSOCIATES CPAS, PS has sponsored the creation of one or more 401k plans.

Company Name: DAVIS & ASSOCIATES CPAS, PS

Employer identification number (EIN): 912182594

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about DAVIS & ASSOCIATES CPAS, PS

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2003-02-24

Company Identification Number: 602273896

Legal Registered Office Address: 1104 14TH AVE STE 110

LONGVIEW
United States of America (USA)
986323087

More information about DAVIS & ASSOCIATES CPAS, PS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SCOTT DAVIS 2023-05-08
001 2021-01-01 SCOTT DAVIS 2022-05-18
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SCOTT O. DAVIS, VP LINDA M DAVIS, PRESIDENT 2018-10-14
001 2016-01-01 SCOTT O. DAVIS, VP LINDA M DAVIS, PRESIDENT 2017-07-26
001 2015-01-01 SCOTT O. DAVIS, VP LINDA M DAVIS, PRESIDENT 2016-07-11
001 2014-01-01 SCOTT O. DAVIS, VP LINDA M DAVIS, PRESIDENT 2015-10-15
001 2013-01-01 SCOTT O. DAVIS, VP LINDA M DAVIS, PRESIDENT 2014-07-30
001 2012-01-01 SCOTT O. DAVIS, VP LINDA M DAVIS, PRESIDENT 2013-07-30
001 2011-01-01 SCOTT O. DAVIS, VP LINDA M DAVIS, PRESIDENT 2012-07-27
001 2010-01-01 SCOTT O. DAVIS, VP LINDA M DAVIS, PRESIDENT 2011-07-21
001 2009-01-01 SCOTT O. DAVIS, VP LINDA M DAVIS, PRESIDENT 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SCOTT DAVIS	2023-05-08
001	2021-01-01	SCOTT DAVIS	2022-05-18
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	SCOTT O. DAVIS, VP		LINDA M DAVIS, PRESIDENT	2018-10-14
001	2016-01-01	SCOTT O. DAVIS, VP		LINDA M DAVIS, PRESIDENT	2017-07-26
001	2015-01-01	SCOTT O. DAVIS, VP		LINDA M DAVIS, PRESIDENT	2016-07-11
001	2014-01-01	SCOTT O. DAVIS, VP		LINDA M DAVIS, PRESIDENT	2015-10-15
001	2013-01-01	SCOTT O. DAVIS, VP		LINDA M DAVIS, PRESIDENT	2014-07-30
001	2012-01-01	SCOTT O. DAVIS, VP		LINDA M DAVIS, PRESIDENT	2013-07-30
001	2011-01-01	SCOTT O. DAVIS, VP		LINDA M DAVIS, PRESIDENT	2012-07-27
001	2010-01-01	SCOTT O. DAVIS, VP		LINDA M DAVIS, PRESIDENT	2011-07-21
001	2009-01-01	SCOTT O. DAVIS, VP		LINDA M DAVIS, PRESIDENT	2010-07-22

Plan Statistics for DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN

401k plan membership statisitcs for DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN

Measure Date Value
2020: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 2
2012: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 2
2011: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 2
2009: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2020: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	2
2012: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	2
2011: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	2
2009: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	2

Financial Data on DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN

Measure	Date	Value
2020 : DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$44,577
Expenses. Total of all expenses incurred	2020-12-31	$3,258
Total plan assets at end of year	2020-12-31	$412,731
Total plan assets at beginning of year	2020-12-31	$371,412
Other income received	2020-12-31	$44,577
Net income (gross income less expenses)	2020-12-31	$41,319
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$412,731
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$371,412
Assets. Value of participant loans	2020-12-31	$79,802
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,258
2019 : DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$38,641
Expenses. Total of all expenses incurred	2019-12-31	$2,071
Total plan assets at end of year	2019-12-31	$371,412
Total plan assets at beginning of year	2019-12-31	$334,842
Other income received	2019-12-31	$38,641
Net income (gross income less expenses)	2019-12-31	$36,570
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$371,412
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$334,842
Assets. Value of participant loans	2019-12-31	$98,404
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,071
2018 : DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-2,203
Expenses. Total of all expenses incurred	2018-12-31	$100,973
Total plan assets at end of year	2018-12-31	$334,842
Total plan assets at beginning of year	2018-12-31	$438,018
Assets. Value of loans (other than to participants)	2018-12-31	$60,000
Other income received	2018-12-31	$-2,203
Net income (gross income less expenses)	2018-12-31	$-103,176
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$334,842
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$438,018
Assets. Value of participant loans	2018-12-31	$96,993
Value of certain deemed distributions of participant loans	2018-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$973
2017 : DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-19,175
Expenses. Total of all expenses incurred	2017-12-31	$645
Total plan assets at end of year	2017-12-31	$438,018
Total plan assets at beginning of year	2017-12-31	$457,838
Assets. Value of loans (other than to participants)	2017-12-31	$357,914
Other income received	2017-12-31	$-19,175
Net income (gross income less expenses)	2017-12-31	$-19,820
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$438,018
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$457,838
Assets. Value of participant loans	2017-12-31	$6,766
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$645
2016 : DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$24,319
Expenses. Total of all expenses incurred	2016-12-31	$577
Total plan assets at end of year	2016-12-31	$457,838
Total plan assets at beginning of year	2016-12-31	$434,096
Assets. Value of loans (other than to participants)	2016-12-31	$399,242
Other income received	2016-12-31	$24,319
Net income (gross income less expenses)	2016-12-31	$23,742
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$457,838
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$434,096
Assets. Value of participant loans	2016-12-31	$12,667
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$577
2015 : DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$16,308
Expenses. Total of all expenses incurred	2015-12-31	$1,367
Total plan assets at end of year	2015-12-31	$434,096
Total plan assets at beginning of year	2015-12-31	$419,155
Assets. Value of loans (other than to participants)	2015-12-31	$370,933
Other income received	2015-12-31	$16,308
Net income (gross income less expenses)	2015-12-31	$14,941
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$434,096
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$419,155
Assets. Value of participant loans	2015-12-31	$18,169
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,367
2014 : DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$19,610
Expenses. Total of all expenses incurred	2014-12-31	$1,397
Total plan assets at end of year	2014-12-31	$419,155
Total plan assets at beginning of year	2014-12-31	$400,942
Assets. Value of loans (other than to participants)	2014-12-31	$279,165
Expenses. Other expenses not covered elsewhere	2014-12-31	$2
Other income received	2014-12-31	$19,610
Net income (gross income less expenses)	2014-12-31	$18,213
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$419,155
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$400,942
Assets. Value of participant loans	2014-12-31	$23,301
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,395
2013 : DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$29,270
Expenses. Total of all expenses incurred	2013-12-31	$590
Total plan assets at end of year	2013-12-31	$400,942
Total plan assets at beginning of year	2013-12-31	$372,262
Assets. Value of loans (other than to participants)	2013-12-31	$267,914
Other income received	2013-12-31	$29,270
Net income (gross income less expenses)	2013-12-31	$28,680
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$400,942
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$372,262
Assets. Value of participant loans	2013-12-31	$17,998
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$590
2012 : DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$27,157
Total plan assets at end of year	2012-12-31	$372,262
Total plan assets at beginning of year	2012-12-31	$345,106
Assets. Value of loans (other than to participants)	2012-12-31	$283,452
Other income received	2012-12-31	$27,157
Net income (gross income less expenses)	2012-12-31	$27,157
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$372,262
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$345,106
Assets. Value of participant loans	2012-12-31	$24,983
2011 : DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$25,818
Total plan assets at end of year	2011-12-31	$345,106
Total plan assets at beginning of year	2011-12-31	$319,288
Assets. Value of loans (other than to participants)	2011-12-31	$281,951
Other income received	2011-12-31	$25,818
Net income (gross income less expenses)	2011-12-31	$25,818
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$345,106
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$319,288
Assets. Value of participant loans	2011-12-31	$39,461
2010 : DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$71,495
Total plan assets at end of year	2010-12-31	$319,288
Total plan assets at beginning of year	2010-12-31	$247,793
Assets. Value of loans (other than to participants)	2010-12-31	$269,061
Contributions received from other sources (not participants or employers)	2010-12-31	$50,020
Other income received	2010-12-31	$21,475
Net income (gross income less expenses)	2010-12-31	$71,495
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$319,288
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$247,793
Assets. Value of participant loans	2010-12-31	$49,338

Form 5500 Responses for DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN

2020: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVIS & ASSOCIATES CPAS, PS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVIS & ASSOCIATES CPAS, PS
Employer identification number (EIN):	912182594
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2003-02-24
Company Identification Number:	602273896
Legal Registered Office Address:	1104 14TH AVE STE 110 LONGVIEW United States of America (USA) 986323087