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ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameROBERT G. DAVIS & ASSOCIATES 401(K) PLAN
Plan identification number 001

ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROBERT G. DAVIS & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G. DAVIS & ASSOCIATES
Employer identification number (EIN):930813620
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01DAVID VOLONTE
0012017-01-01DAVID VOLONTE
0012016-01-01
0012015-01-01TAMMY NELSON
0012014-01-01TAMMY NELSON
0012013-01-01TAMMY NELSON
0012012-01-01TAMMY NELSON
0012011-01-01TAMMY NELSON
0012010-01-01TAMMY NELSON
0012009-01-01TAMMY NELSON

Financial Data on ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN

Measure Date Value
2018 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-08-31$0
Total plan liabilities at end of year2018-08-31$0
Total plan liabilities at beginning of year2018-08-31$0
Total income from all sources2018-08-31$29,817
Expenses. Total of all expenses incurred2018-08-31$386,182
Benefits paid (including direct rollovers)2018-08-31$385,057
Total plan assets at end of year2018-08-31$0
Total plan assets at beginning of year2018-08-31$356,365
Value of fidelity bond covering the plan2018-08-31$500,000
Total contributions received or receivable from participants2018-08-31$0
Expenses. Other expenses not covered elsewhere2018-08-31$0
Contributions received from other sources (not participants or employers)2018-08-31$0
Other income received2018-08-31$29,817
Noncash contributions received2018-08-31$0
Net income (gross income less expenses)2018-08-31$-356,365
Net plan assets at end of year (total assets less liabilities)2018-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-08-31$356,365
Total contributions received or receivable from employer(s)2018-08-31$0
Value of certain deemed distributions of participant loans2018-08-31$0
Value of corrective distributions2018-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-08-31$1,125
2017 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$70,860
Expenses. Total of all expenses incurred2017-12-31$413
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$356,365
Total plan assets at beginning of year2017-12-31$285,918
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$70,860
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$70,447
Net plan assets at end of year (total assets less liabilities)2017-12-31$356,365
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$285,918
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$413
2016 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$-355,784
Expenses. Total of all expenses incurred2016-12-31$8,831,850
Benefits paid (including direct rollovers)2016-12-31$8,831,675
Total plan assets at end of year2016-12-31$285,918
Total plan assets at beginning of year2016-12-31$9,473,552
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-355,784
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-9,187,634
Net plan assets at end of year (total assets less liabilities)2016-12-31$285,918
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$9,473,552
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$175
2015 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$834,361
Expenses. Total of all expenses incurred2015-12-31$1,921,038
Benefits paid (including direct rollovers)2015-12-31$1,920,163
Total plan assets at end of year2015-12-31$9,473,552
Total plan assets at beginning of year2015-12-31$10,560,229
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$457,068
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$171,918
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,086,677
Net plan assets at end of year (total assets less liabilities)2015-12-31$9,473,552
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$10,560,229
Assets. Value of participant loans2015-12-31$46,442
Total contributions received or receivable from employer(s)2015-12-31$205,375
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$875
2014 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,362,421
Expenses. Total of all expenses incurred2014-12-31$84,485
Benefits paid (including direct rollovers)2014-12-31$84,210
Total plan assets at end of year2014-12-31$10,560,229
Total plan assets at beginning of year2014-12-31$9,282,293
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$432,009
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$13,394
Other income received2014-12-31$710,818
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$1,277,936
Net plan assets at end of year (total assets less liabilities)2014-12-31$10,560,229
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,282,293
Assets. Value of participant loans2014-12-31$56,079
Total contributions received or receivable from employer(s)2014-12-31$206,200
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$275
2013 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$2,404,940
Expenses. Total of all expenses incurred2013-12-31$89,098
Benefits paid (including direct rollovers)2013-12-31$88,467
Total plan assets at end of year2013-12-31$9,282,293
Total plan assets at beginning of year2013-12-31$6,966,451
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$405,017
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$6,105
Other income received2013-12-31$1,803,206
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$2,315,842
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,282,293
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,966,451
Assets. Value of participant loans2013-12-31$84,205
Total contributions received or receivable from employer(s)2013-12-31$190,612
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$631
2012 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,450,840
Expenses. Total of all expenses incurred2012-12-31$91,044
Benefits paid (including direct rollovers)2012-12-31$90,514
Total plan assets at end of year2012-12-31$6,966,451
Total plan assets at beginning of year2012-12-31$5,606,655
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$372,606
Other income received2012-12-31$896,172
Net income (gross income less expenses)2012-12-31$1,359,796
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,966,451
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,606,655
Assets. Value of participant loans2012-12-31$98,376
Total contributions received or receivable from employer(s)2012-12-31$182,062
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$346,485
Expenses. Total of all expenses incurred2011-12-31$362,506
Benefits paid (including direct rollovers)2011-12-31$361,493
Total plan assets at end of year2011-12-31$5,606,655
Total plan assets at beginning of year2011-12-31$5,622,676
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$294,818
Contributions received from other sources (not participants or employers)2011-12-31$64,788
Other income received2011-12-31$-167,054
Net income (gross income less expenses)2011-12-31$-16,021
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,606,655
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,622,676
Assets. Value of participant loans2011-12-31$179,831
Total contributions received or receivable from employer(s)2011-12-31$153,933
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,013
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,102,906
Expenses. Total of all expenses incurred2010-12-31$69,634
Benefits paid (including direct rollovers)2010-12-31$68,869
Total plan assets at end of year2010-12-31$5,622,676
Total plan assets at beginning of year2010-12-31$4,589,404
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$317,437
Other income received2010-12-31$670,066
Net income (gross income less expenses)2010-12-31$1,033,272
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,622,676
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,589,404
Assets. Value of participant loans2010-12-31$50,101
Total contributions received or receivable from employer(s)2010-12-31$115,403
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$765
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN

2018: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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