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DAVIS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVIS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVIS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 FAMILY ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVIS FAMILY ENTERPRISES, INC.
Employer identification number (EIN):472338230
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-11-01MONICA WARNER2024-08-09 MONICA WARNER2024-08-09
0012021-11-01MONICA WARNER2023-08-02 MONICA WARNER2023-08-02
0012020-11-01MONICA WARNER2022-08-15 MONICA WARNER2022-08-15
0012019-11-01MONICA WARNER2021-05-06 MONICA WARNER2021-05-06
0012017-11-01MONICA WARNER2019-02-19 MONICA WARNER2019-02-19
0012015-11-01PAULA DAVIS2017-05-17 PAULA DAVIS2017-05-17

Plan Statistics for DAVIS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVIS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: DAVIS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-224
Total number of particpants at end of year2025-07-224
Number of Participants With Account Balances2025-07-224
2023: DAVIS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total number of particpants at beginning of year2023-08-024
Total number of particpants at end of year2023-08-024
Number of Participants With Account Balances2023-08-024

Financial Data on DAVIS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : DAVIS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2267904
Net assets as of the end of the plan year2025-07-2210470332
Total assets as of the beginning of the plan year2025-07-229074493
Value of plan covered by a fidelity bond2025-07-22500000
Participant contributions to plan in this plan year2025-07-2261000
Other expenses paid from plan in this plan year2025-07-220
Other income to plan in this plan year2025-07-221290743
Plan net income in this plan year2025-07-221395839
Net assets as of the end of the plan year2025-07-2210470332
Net assets as of the beginning of the plan year2025-07-229074493
Employer contributions to plan in this plan year2025-07-22112000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2267904
2023 : DAVIS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-08-0261787
Net assets as of the end of the plan year2023-08-028687299
Total assets as of the beginning of the plan year2023-08-029891789
Value of plan covered by a fidelity bond2023-08-02500000
Participant contributions to plan in this plan year2023-08-0254000
Other expenses paid from plan in this plan year2023-08-020
Other income to plan in this plan year2023-08-02-1297703
Plan net income in this plan year2023-08-02-1204490
Net assets as of the end of the plan year2023-08-028687299
Net assets as of the beginning of the plan year2023-08-029891789
Employer contributions to plan in this plan year2023-08-02101000
Expensese paid to adminstrative service provicers from plan in this plan year2023-08-0261787

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