401k Plan data: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN plan

DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVIS EQUIPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: DAVIS EQUIPMENT CORPORATION

Employer identification number (EIN): 421262311

NAIC Classification: 453990

Additional information about DAVIS EQUIPMENT CORPORATION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1985-08-06

Company Identification Number: 103692

Legal Registered Office Address: 5225 NW BEAVER DR

JOHNSTON
United States of America (USA)
50131

More information about DAVIS EQUIPMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-08-01 JOSEPH FUNKHOUSER 2022-01-22 JOSEPH FUNKHOUSER 2022-01-22
002 2020-08-01 JOSEPH FUNKHOUSER 2021-10-22 JOSEPH FUNKHOUSER 2021-10-22
002 2019-08-01 JOSEPH FUNKHOUSER 2021-05-10 JOSEPH FUNKHOUSER 2021-05-10
002 2018-08-01 JOSEPH FUNKHOUSER 2020-05-12 JOSEPH FUNKHOUSER 2020-05-12
002 2017-08-01 JOSEPH FUNKHOUSER 2019-05-13 JOSEPH FUNKHOUSER 2019-05-13
002 2016-08-01
002 2015-08-01
002 2014-08-01
002 2013-08-01
002 2012-08-01 JOSEPH FUNKHOUSER JOSEPH FUNKHOUSER 2015-05-14
002 2011-08-01 ROLAND EPPERT ROLAND EPPERT 2013-01-07
002 2009-08-01 PAUL Z. DAVIS PAUL Z. DAVIS 2010-12-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-08-01	JOSEPH FUNKHOUSER	2022-01-22	JOSEPH FUNKHOUSER	2022-01-22
002	2020-08-01	JOSEPH FUNKHOUSER	2021-10-22	JOSEPH FUNKHOUSER	2021-10-22
002	2019-08-01	JOSEPH FUNKHOUSER	2021-05-10	JOSEPH FUNKHOUSER	2021-05-10
002	2018-08-01	JOSEPH FUNKHOUSER	2020-05-12	JOSEPH FUNKHOUSER	2020-05-12
002	2017-08-01	JOSEPH FUNKHOUSER	2019-05-13	JOSEPH FUNKHOUSER	2019-05-13
002	2016-08-01
002	2015-08-01
002	2014-08-01
002	2013-08-01
002	2012-08-01	JOSEPH FUNKHOUSER		JOSEPH FUNKHOUSER	2015-05-14
002	2011-08-01	ROLAND EPPERT		ROLAND EPPERT	2013-01-07
002	2009-08-01	PAUL Z. DAVIS		PAUL Z. DAVIS	2010-12-01

Plan Statistics for DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-08-01 44
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 0
Number of retired or separated participants receiving benefits 2021-08-01 0
Number of other retired or separated participants entitled to future benefits 2021-08-01 0
Total of all active and inactive participants 2021-08-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-08-01 0
Total participants 2021-08-01 0
Number of participants with account balances 2021-08-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-08-01 0
2020: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 47
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 43
Number of retired or separated participants receiving benefits 2020-08-01 0
Number of other retired or separated participants entitled to future benefits 2020-08-01 1
Total of all active and inactive participants 2020-08-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-08-01 0
Total participants 2020-08-01 44
Number of participants with account balances 2020-08-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-08-01 1
2019: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 49
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 41
Number of retired or separated participants receiving benefits 2019-08-01 0
Number of other retired or separated participants entitled to future benefits 2019-08-01 4
Total of all active and inactive participants 2019-08-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-08-01 0
Total participants 2019-08-01 45
Number of participants with account balances 2019-08-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-08-01 2
2018: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 56
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 41
Number of retired or separated participants receiving benefits 2018-08-01 0
Number of other retired or separated participants entitled to future benefits 2018-08-01 6
Total of all active and inactive participants 2018-08-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-08-01 0
Total participants 2018-08-01 47
Number of participants with account balances 2018-08-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-08-01 1
2017: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-08-01 59
Total number of active participants reported on line 7a of the Form 5500 2017-08-01 45
Number of retired or separated participants receiving benefits 2017-08-01 0
Number of other retired or separated participants entitled to future benefits 2017-08-01 13
Total of all active and inactive participants 2017-08-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-08-01 0
Total participants 2017-08-01 58
Number of participants with account balances 2017-08-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-08-01 3
2016: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 77
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 48
Number of retired or separated participants receiving benefits 2016-08-01 0
Number of other retired or separated participants entitled to future benefits 2016-08-01 10
Total of all active and inactive participants 2016-08-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-08-01 0
Total participants 2016-08-01 58
Number of participants with account balances 2016-08-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-01 1
2015: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 73
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 49
Number of retired or separated participants receiving benefits 2015-08-01 0
Number of other retired or separated participants entitled to future benefits 2015-08-01 23
Total of all active and inactive participants 2015-08-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-08-01 0
Total participants 2015-08-01 72
Number of participants with account balances 2015-08-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-08-01 2
2014: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 70
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 52
Number of retired or separated participants receiving benefits 2014-08-01 0
Number of other retired or separated participants entitled to future benefits 2014-08-01 18
Total of all active and inactive participants 2014-08-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-08-01 0
Total participants 2014-08-01 70
Number of participants with account balances 2014-08-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 3
2013: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 62
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 57
Number of retired or separated participants receiving benefits 2013-08-01 0
Number of other retired or separated participants entitled to future benefits 2013-08-01 10
Total of all active and inactive participants 2013-08-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-01 0
Total participants 2013-08-01 67
Number of participants with account balances 2013-08-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 3
2012: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 68
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 54
Number of retired or separated participants receiving benefits 2012-08-01 0
Number of other retired or separated participants entitled to future benefits 2012-08-01 10
Total of all active and inactive participants 2012-08-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 0
Total participants 2012-08-01 64
Number of participants with account balances 2012-08-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 5
2011: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 71
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 58
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 7
Total of all active and inactive participants 2011-08-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 1
Total participants 2011-08-01 66
Number of participants with account balances 2011-08-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 4
2009: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 64
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 52
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 12
Total of all active and inactive participants 2009-08-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 64
Number of participants with account balances 2009-08-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 5

Measure	Date	Value
2021: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-08-01	44
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	0
Number of retired or separated participants receiving benefits	2021-08-01	0
Number of other retired or separated participants entitled to future benefits	2021-08-01	0
Total of all active and inactive participants	2021-08-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-08-01	0
Total participants	2021-08-01	0
Number of participants with account balances	2021-08-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-08-01	0
2020: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	47
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	43
Number of retired or separated participants receiving benefits	2020-08-01	0
Number of other retired or separated participants entitled to future benefits	2020-08-01	1
Total of all active and inactive participants	2020-08-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-08-01	0
Total participants	2020-08-01	44
Number of participants with account balances	2020-08-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-08-01	1
2019: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	49
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	41
Number of retired or separated participants receiving benefits	2019-08-01	0
Number of other retired or separated participants entitled to future benefits	2019-08-01	4
Total of all active and inactive participants	2019-08-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-08-01	0
Total participants	2019-08-01	45
Number of participants with account balances	2019-08-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-08-01	2
2018: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	56
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	41
Number of retired or separated participants receiving benefits	2018-08-01	0
Number of other retired or separated participants entitled to future benefits	2018-08-01	6
Total of all active and inactive participants	2018-08-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-08-01	0
Total participants	2018-08-01	47
Number of participants with account balances	2018-08-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-08-01	1
2017: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-08-01	59
Total number of active participants reported on line 7a of the Form 5500	2017-08-01	45
Number of retired or separated participants receiving benefits	2017-08-01	0
Number of other retired or separated participants entitled to future benefits	2017-08-01	13
Total of all active and inactive participants	2017-08-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-08-01	0
Total participants	2017-08-01	58
Number of participants with account balances	2017-08-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-08-01	3
2016: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	77
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	48
Number of retired or separated participants receiving benefits	2016-08-01	0
Number of other retired or separated participants entitled to future benefits	2016-08-01	10
Total of all active and inactive participants	2016-08-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-08-01	0
Total participants	2016-08-01	58
Number of participants with account balances	2016-08-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-01	1
2015: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	73
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	49
Number of retired or separated participants receiving benefits	2015-08-01	0
Number of other retired or separated participants entitled to future benefits	2015-08-01	23
Total of all active and inactive participants	2015-08-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-08-01	0
Total participants	2015-08-01	72
Number of participants with account balances	2015-08-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-08-01	2
2014: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	70
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	52
Number of retired or separated participants receiving benefits	2014-08-01	0
Number of other retired or separated participants entitled to future benefits	2014-08-01	18
Total of all active and inactive participants	2014-08-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-08-01	0
Total participants	2014-08-01	70
Number of participants with account balances	2014-08-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	3
2013: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	62
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	57
Number of retired or separated participants receiving benefits	2013-08-01	0
Number of other retired or separated participants entitled to future benefits	2013-08-01	10
Total of all active and inactive participants	2013-08-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-01	0
Total participants	2013-08-01	67
Number of participants with account balances	2013-08-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	3
2012: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	68
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	54
Number of retired or separated participants receiving benefits	2012-08-01	0
Number of other retired or separated participants entitled to future benefits	2012-08-01	10
Total of all active and inactive participants	2012-08-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	0
Total participants	2012-08-01	64
Number of participants with account balances	2012-08-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	5
2011: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	71
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	58
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	7
Total of all active and inactive participants	2011-08-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	1
Total participants	2011-08-01	66
Number of participants with account balances	2011-08-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	4
2009: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	64
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	52
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	12
Total of all active and inactive participants	2009-08-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	64
Number of participants with account balances	2009-08-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	5

Financial Data on DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2021 : DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$0
Expenses. Total of all expenses incurred	2021-12-31	$1,667,836
Benefits paid (including direct rollovers)	2021-12-31	$1,667,806
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$1,667,836
Value of fidelity bond covering the plan	2021-12-31	$500,000
Net income (gross income less expenses)	2021-12-31	$-1,667,836
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,667,836
Assets. Value of employer securities	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Total income from all sources	2021-07-31	$202,445
Expenses. Total of all expenses incurred	2021-07-31	$56,791
Benefits paid (including direct rollovers)	2021-07-31	$56,729
Total plan assets at end of year	2021-07-31	$1,667,836
Total plan assets at beginning of year	2021-07-31	$1,522,182
Value of fidelity bond covering the plan	2021-07-31	$500,000
Other income received	2021-07-31	$201,699
Net income (gross income less expenses)	2021-07-31	$145,654
Net plan assets at end of year (total assets less liabilities)	2021-07-31	$1,667,836
Net plan assets at beginning of year (total assets less liabilities)	2021-07-31	$1,522,182
Assets. Value of employer securities	2021-07-31	$1,657,191
Total contributions received or receivable from employer(s)	2021-07-31	$746
Expenses. Administrative service providers (salaries,fees and commissions)	2021-07-31	$62
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-07-31	$0
2020 : DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-07-31	$47,392
Total income from all sources	2020-07-31	$17,212
Expenses. Total of all expenses incurred	2020-07-31	$74,901
Benefits paid (including direct rollovers)	2020-07-31	$74,836
Total plan assets at end of year	2020-07-31	$1,522,182
Total plan assets at beginning of year	2020-07-31	$1,627,263
Value of fidelity bond covering the plan	2020-07-31	$500,000
Other income received	2020-07-31	$17,070
Net income (gross income less expenses)	2020-07-31	$-57,689
Net plan assets at end of year (total assets less liabilities)	2020-07-31	$1,522,182
Net plan assets at beginning of year (total assets less liabilities)	2020-07-31	$1,579,871
Assets. Value of employer securities	2020-07-31	$1,511,476
Total contributions received or receivable from employer(s)	2020-07-31	$142
Expenses. Administrative service providers (salaries,fees and commissions)	2020-07-31	$65
2019 : DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-07-31	$47,392
Total plan liabilities at beginning of year	2019-07-31	$93,490
Total income from all sources	2019-07-31	$236,565
Expenses. Total of all expenses incurred	2019-07-31	$120,409
Benefits paid (including direct rollovers)	2019-07-31	$120,379
Total plan assets at end of year	2019-07-31	$1,627,263
Total plan assets at beginning of year	2019-07-31	$1,557,205
Value of fidelity bond covering the plan	2019-07-31	$500,000
Other income received	2019-07-31	$156,730
Net income (gross income less expenses)	2019-07-31	$116,156
Net plan assets at end of year (total assets less liabilities)	2019-07-31	$1,579,871
Net plan assets at beginning of year (total assets less liabilities)	2019-07-31	$1,463,715
Assets. Value of employer securities	2019-07-31	$1,571,091
Total contributions received or receivable from employer(s)	2019-07-31	$79,835
Expenses. Administrative service providers (salaries,fees and commissions)	2019-07-31	$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-07-31	$0
2018 : DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-07-31	$0
2017 : DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-07-31	$138,329
Total plan liabilities at beginning of year	2017-07-31	$181,930
Total income from all sources	2017-07-31	$211,142
Expenses. Total of all expenses incurred	2017-07-31	$155,445
Benefits paid (including direct rollovers)	2017-07-31	$155,290
Total plan assets at end of year	2017-07-31	$1,682,925
Total plan assets at beginning of year	2017-07-31	$1,670,829
Value of fidelity bond covering the plan	2017-07-31	$1,000,000
Other income received	2017-07-31	$7,419
Net income (gross income less expenses)	2017-07-31	$55,697
Net plan assets at end of year (total assets less liabilities)	2017-07-31	$1,544,596
Net plan assets at beginning of year (total assets less liabilities)	2017-07-31	$1,488,899
Assets. Value of employer securities	2017-07-31	$1,626,591
Total contributions received or receivable from employer(s)	2017-07-31	$203,723
Expenses. Administrative service providers (salaries,fees and commissions)	2017-07-31	$155
2016 : DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-07-31	$181,930
Total plan liabilities at beginning of year	2016-07-31	$224,353
Total income from all sources	2016-07-31	$-251,059
Expenses. Total of all expenses incurred	2016-07-31	$106,442
Benefits paid (including direct rollovers)	2016-07-31	$106,241
Total plan assets at end of year	2016-07-31	$1,670,829
Total plan assets at beginning of year	2016-07-31	$2,070,753
Value of fidelity bond covering the plan	2016-07-31	$1,000,000
Other income received	2016-07-31	$-405,782
Net income (gross income less expenses)	2016-07-31	$-357,501
Net plan assets at end of year (total assets less liabilities)	2016-07-31	$1,488,899
Net plan assets at beginning of year (total assets less liabilities)	2016-07-31	$1,846,400
Assets. Value of employer securities	2016-07-31	$1,614,051
Total contributions received or receivable from employer(s)	2016-07-31	$154,723
Expenses. Administrative service providers (salaries,fees and commissions)	2016-07-31	$201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-07-31	$0
2015 : DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-07-31	$224,353
Total plan liabilities at beginning of year	2015-07-31	$270,195
Total income from all sources	2015-07-31	$236,198
Expenses. Total of all expenses incurred	2015-07-31	$55,127
Benefits paid (including direct rollovers)	2015-07-31	$55,115
Total plan assets at end of year	2015-07-31	$2,070,753
Total plan assets at beginning of year	2015-07-31	$1,935,524
Value of fidelity bond covering the plan	2015-07-31	$1,000,000
Other income received	2015-07-31	$131,475
Net income (gross income less expenses)	2015-07-31	$181,071
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$1,846,400
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$1,665,329
Assets. Value of employer securities	2015-07-31	$2,013,534
Total contributions received or receivable from employer(s)	2015-07-31	$104,723
Expenses. Administrative service providers (salaries,fees and commissions)	2015-07-31	$12
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-07-31	$0
2014 : DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-07-31	$270,195
Total plan liabilities at beginning of year	2014-07-31	$309,777
Total income from all sources	2014-07-31	$68,601
Expenses. Total of all expenses incurred	2014-07-31	$3,818
Benefits paid (including direct rollovers)	2014-07-31	$3,592
Total plan assets at end of year	2014-07-31	$1,935,524
Total plan assets at beginning of year	2014-07-31	$1,910,323
Value of fidelity bond covering the plan	2014-07-31	$1,000,000
Other income received	2014-07-31	$16,078
Net income (gross income less expenses)	2014-07-31	$64,783
Net plan assets at end of year (total assets less liabilities)	2014-07-31	$1,665,329
Net plan assets at beginning of year (total assets less liabilities)	2014-07-31	$1,600,546
Assets. Value of employer securities	2014-07-31	$1,879,179
Total contributions received or receivable from employer(s)	2014-07-31	$52,523
Expenses. Administrative service providers (salaries,fees and commissions)	2014-07-31	$226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-07-31	$0
2013 : DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-07-31	$354,777
Total income from all sources	2013-07-31	$391,828
Expenses. Total of all expenses incurred	2013-07-31	$86,132
Benefits paid (including direct rollovers)	2013-07-31	$85,974
Total plan assets at end of year	2013-07-31	$1,910,323
Total plan assets at beginning of year	2013-07-31	$1,249,850
Value of fidelity bond covering the plan	2013-07-31	$500,000
Other income received	2013-07-31	$260,628
Net income (gross income less expenses)	2013-07-31	$305,696
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$1,555,546
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$1,249,850
Assets. Value of employer securities	2013-07-31	$1,857,682
Total contributions received or receivable from employer(s)	2013-07-31	$131,200
Expenses. Administrative service providers (salaries,fees and commissions)	2013-07-31	$158
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-07-31	$0
2012 : DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-07-31	$326,447
Expenses. Total of all expenses incurred	2012-07-31	$21,668
Benefits paid (including direct rollovers)	2012-07-31	$21,545
Total plan assets at end of year	2012-07-31	$1,249,850
Total plan assets at beginning of year	2012-07-31	$945,071
Value of fidelity bond covering the plan	2012-07-31	$100,000
Other income received	2012-07-31	$303,947
Net income (gross income less expenses)	2012-07-31	$304,779
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$1,249,850
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$945,071
Assets. Value of employer securities	2012-07-31	$1,242,277
Total contributions received or receivable from employer(s)	2012-07-31	$22,500
Expenses. Administrative service providers (salaries,fees and commissions)	2012-07-31	$123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-07-31	$0
2011 : DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-07-31	$113,057
Expenses. Total of all expenses incurred	2011-07-31	$5,135
Benefits paid (including direct rollovers)	2011-07-31	$5,012
Total plan assets at end of year	2011-07-31	$945,071
Total plan assets at beginning of year	2011-07-31	$837,149
Value of fidelity bond covering the plan	2011-07-31	$100,000
Other income received	2011-07-31	$107,357
Net income (gross income less expenses)	2011-07-31	$107,922
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$945,071
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$837,149
Assets. Value of employer securities	2011-07-31	$938,330
Total contributions received or receivable from employer(s)	2011-07-31	$5,700
Expenses. Administrative service providers (salaries,fees and commissions)	2011-07-31	$123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
2010 : DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-07-31	$113,057
Expenses. Total of all expenses incurred	2010-07-31	$5,135
Benefits paid (including direct rollovers)	2010-07-31	$5,012
Total plan assets at end of year	2010-07-31	$945,071
Total plan assets at beginning of year	2010-07-31	$837,149
Value of fidelity bond covering the plan	2010-07-31	$100,000
Other income received	2010-07-31	$107,357
Net income (gross income less expenses)	2010-07-31	$107,922
Net plan assets at end of year (total assets less liabilities)	2010-07-31	$945,071
Net plan assets at beginning of year (total assets less liabilities)	2010-07-31	$837,149
Assets. Value of employer securities	2010-07-31	$938,330
Total contributions received or receivable from employer(s)	2010-07-31	$5,700
Expenses. Administrative service providers (salaries,fees and commissions)	2010-07-31	$123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-07-31	$0

Form 5500 Responses for DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

2021: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Submission has been amended	No
2021-08-01	This submission is the final filing	Yes
2021-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-08-01	Plan is a collectively bargained plan	No
2021-08-01	Plan funding arrangement – Trust	Yes
2021-08-01	Plan benefit arrangement - Trust	Yes
2020: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Submission has been amended	No
2020-08-01	This submission is the final filing	No
2020-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-08-01	Plan is a collectively bargained plan	No
2020-08-01	Plan funding arrangement – Trust	Yes
2020-08-01	Plan benefit arrangement - Trust	Yes
2019: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Submission has been amended	No
2019-08-01	This submission is the final filing	No
2019-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-08-01	Plan is a collectively bargained plan	No
2019-08-01	Plan funding arrangement – Trust	Yes
2019-08-01	Plan benefit arrangement - Trust	Yes
2018: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	Submission has been amended	No
2018-08-01	This submission is the final filing	No
2018-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-08-01	Plan is a collectively bargained plan	No
2018-08-01	Plan funding arrangement – Trust	Yes
2018-08-01	Plan benefit arrangement - Trust	Yes
2017: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-08-01	Type of plan entity	Single employer plan
2017-08-01	Submission has been amended	No
2017-08-01	This submission is the final filing	No
2017-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-08-01	Plan is a collectively bargained plan	No
2017-08-01	Plan funding arrangement – Trust	Yes
2017-08-01	Plan benefit arrangement - Trust	Yes
2016: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Submission has been amended	No
2016-08-01	This submission is the final filing	No
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-08-01	Plan is a collectively bargained plan	No
2016-08-01	Plan funding arrangement – Trust	Yes
2016-08-01	Plan benefit arrangement - Trust	Yes
2015: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Submission has been amended	No
2015-08-01	This submission is the final filing	No
2015-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-08-01	Plan is a collectively bargained plan	No
2015-08-01	Plan funding arrangement – Trust	Yes
2015-08-01	Plan benefit arrangement - Trust	Yes
2014: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	Yes
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2009: DAVIS EQUIPMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVIS EQUIPMENT CORPORATION
Employer identification number (EIN):	421262311
NAIC Classification:	453990

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1985-08-06
Company Identification Number:	103692
Legal Registered Office Address:	5225 NW BEAVER DR JOHNSTON United States of America (USA) 50131