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JEFFREY W. DAVIS INSURANCE AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY W. DAVIS INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Plan identification number 001

JEFFREY W. DAVIS INSURANCE AGENCY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Life insurance

401k Sponsoring company profile

JEFFREY W. DAVIS INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY W. DAVIS INSURANCE AGENCY, INC.
Employer identification number (EIN):270090293
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY W. DAVIS INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JEFFREY DAVIS2015-08-28
0012014-01-01JEFFREY DAVIS2015-07-16
0012013-01-01JEFFREY DAVIS2014-05-27 JEFFREY DAVIS2014-05-27
0012012-01-01JEFFREY DAVIS2013-06-24 JEFFREY DAVIS2013-06-24
0012011-01-01JEFFREY DAVIS2012-06-12 JEFFREY DAVIS2012-06-12
0012010-01-01JEFFREY DAVIS JEFFREY DAVIS2011-06-29

Plan Statistics for JEFFREY W. DAVIS INSURANCE AGENCY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY W. DAVIS INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2010: JEFFREY W. DAVIS INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on JEFFREY W. DAVIS INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2010 : JEFFREY W. DAVIS INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$47,957
Expenses. Total of all expenses incurred2010-12-31$1,273
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$521,602
Total plan assets at beginning of year2010-12-31$474,918
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$1,273
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$28,792
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$46,684
Net plan assets at end of year (total assets less liabilities)2010-12-31$521,602
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$474,918
Total contributions received or receivable from employer(s)2010-12-31$19,165
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for JEFFREY W. DAVIS INSURANCE AGENCY, INC. PROFIT SHARING PLAN

2010: JEFFREY W. DAVIS INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )
Policy contract number0892-3656
Policy instance 1
Insurance contract or identification number0892-3656
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJEFFREY W DAVIS

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