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DAVIS AND COMPANY 401(K) PLAN 401k Plan overview

Plan NameDAVIS AND COMPANY 401(K) PLAN
Plan identification number 001

DAVIS AND COMPANY 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.
  • 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

DAVIS AND COMPANY has sponsored the creation of one or more 401k plans.

Company Name:DAVIS AND COMPANY
Employer identification number (EIN):421575695
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about DAVIS AND COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2793037

More information about DAVIS AND COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS AND COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BOBBY L DAVIS2024-07-16 BOBBY L DAVIS2024-07-16
0012022-01-01BOBBY L DAVIS2023-06-26 BOBBY L DAVIS2023-06-26
0012021-01-01BOBBY L DAVIS2022-05-13
0012020-01-01BOBBY L DAVIS2021-04-29
0012018-01-01BOBBY L. DAVIS2019-06-20 BOBBY L. DAVIS2019-06-20
0012017-01-01BOBBY L DAVIS2018-07-30 BOBBY L DAVIS2018-07-30
0012016-01-01BOBBY L. DAVIS2017-07-05 BOBBY L. DAVIS2017-07-05
0012015-01-01BOBBY L. DAVIS2016-07-29
0012014-01-01BOBBY DAVIS2015-07-01
0012013-01-01BOBBY L. DAVIS2014-04-30
0012012-01-01BOBBY L. DAVIS2013-06-03
0012011-01-01BOBBY L. DAVIS2012-07-03 BOBBY L. DAVIS2012-07-03
0012010-01-01BOBBY L. DAVIS2011-05-10

Plan Statistics for DAVIS AND COMPANY 401(K) PLAN

401k plan membership statisitcs for DAVIS AND COMPANY 401(K) PLAN

Measure Date Value
2025: DAVIS AND COMPANY 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-256
Total number of particpants at end of year2025-09-256
Number of Participants With Account Balances2025-09-256
2024: DAVIS AND COMPANY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-167
Total number of particpants at end of year2024-07-166
Number of Participants With Account Balances2024-07-166
2022: DAVIS AND COMPANY 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-137
Total number of particpants at end of year2022-05-137
Number of Participants With Account Balances2022-05-137

Financial Data on DAVIS AND COMPANY 401(K) PLAN

Measure Date Value
2025 : DAVIS AND COMPANY 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-250
Total expenses incurred by plan in this plan year2025-09-2594175
Net assets as of the end of the plan year2025-09-252328949
Total assets as of the beginning of the plan year2025-09-252108511
Participant contributions to plan in this plan year2025-09-257175
Value of participant loans at end of plan year2025-09-2538966
Other income to plan in this plan year2025-09-25307438
Plan net income in this plan year2025-09-25220438
Net assets as of the end of the plan year2025-09-252328949
Net assets as of the beginning of the plan year2025-09-252108511
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-254948
2024 : DAVIS AND COMPANY 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-16185438
Net assets as of the end of the plan year2024-07-162108511
Total assets as of the beginning of the plan year2024-07-161916665
Participant contributions to plan in this plan year2024-07-166250
Value of participant loans at end of plan year2024-07-1638966
Other income to plan in this plan year2024-07-16371034
Plan net income in this plan year2024-07-16191846
Net assets as of the end of the plan year2024-07-162108511
Net assets as of the beginning of the plan year2024-07-161916665
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-164728
2022 : DAVIS AND COMPANY 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-05-130
Total expenses incurred by plan in this plan year2022-05-1393294
Net assets as of the end of the plan year2022-05-132356904
Total assets as of the beginning of the plan year2022-05-132003059
Participant contributions to plan in this plan year2022-05-136500
Value of participant loans at end of plan year2022-05-1338966
Other income to plan in this plan year2022-05-13440639
Plan net income in this plan year2022-05-13353845
Net assets as of the end of the plan year2022-05-132356904
Net assets as of the beginning of the plan year2022-05-132003059
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1315193

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