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DAVENPORT EVANS HURWITZ & SMITH HR 10 RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameDAVENPORT EVANS HURWITZ & SMITH HR 10 RETIREMENT PLAN AND TRUST
Plan identification number 001

DAVENPORT EVANS HURWITZ & SMITH HR 10 RETIREMENT PLAN AND TRUST 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.
  • Plan covering Self-Employed individuals.
  • 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

DAVENPORT EVANS HURWITZ & SMITH LLP has sponsored the creation of one or more 401k plans.

Company Name:DAVENPORT EVANS HURWITZ & SMITH LLP
Employer identification number (EIN):460235678
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVENPORT EVANS HURWITZ & SMITH HR 10 RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SARAH R LARSON2024-07-15
0012022-01-01SARAH R LARSON2023-08-07
0012021-01-01SARAH R LARSON2022-07-18
0012020-01-01SARAH R LARSON2021-07-15
0012019-01-01SARAH R LARSON2020-06-29
0012018-01-01SARAH R LARSON2019-06-14
0012017-01-01SARAH R LARSON2018-06-25
0012016-01-01SARAH R LARSON2017-04-26
0012015-01-01SARAH R LARSON2016-07-15
0012014-01-01SARAH R LARSON2015-09-21
0012013-01-01SARAH R LARSON2014-10-06
0012012-01-01PATRICK D PENNEY2013-08-19
0012011-01-01PATRICK D PENNEY2012-08-27
0012010-01-01ROSE RHEAD2011-07-21

Financial Data on DAVENPORT EVANS HURWITZ & SMITH HR 10 RETIREMENT PLAN AND TRUST

Measure Date Value
2025 : DAVENPORT EVANS HURWITZ & SMITH HR 10 RETIREMENT PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-037649827
Net assets as of the end of the plan year2025-09-0344333651
Total assets as of the beginning of the plan year2025-09-0343883277
Value of plan covered by a fidelity bond2025-09-03500000
Participant contributions to plan in this plan year2025-09-03607236
Other income to plan in this plan year2025-09-036324101
Plan net income in this plan year2025-09-03450374
Net assets as of the end of the plan year2025-09-0344333651
Net assets as of the beginning of the plan year2025-09-0343883277
Employer contributions to plan in this plan year2025-09-031168864
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0313241
2024 : DAVENPORT EVANS HURWITZ & SMITH HR 10 RETIREMENT PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-153244773
Net assets as of the end of the plan year2024-07-1543883277
Total assets as of the beginning of the plan year2024-07-1538061732
Value of plan covered by a fidelity bond2024-07-15500000
Participant contributions to plan in this plan year2024-07-15658541
Other income to plan in this plan year2024-07-157246096
Plan net income in this plan year2024-07-155821545
Net assets as of the end of the plan year2024-07-1543883277
Net assets as of the beginning of the plan year2024-07-1538061732
Employer contributions to plan in this plan year2024-07-151161681
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1517566

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