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DAVIS FAMILY ENTERPRISES, INC.CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameDAVIS FAMILY ENTERPRISES, INC.CASH BALANCE PENSION PLAN
Plan identification number 002

DAVIS FAMILY ENTERPRISES, INC.CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

Additional information about DAVIS FAMILY ENTERPRISES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2001-10-26
Company Identification Number: P01000104086
Legal Registered Office Address: 1574 PASADENA DR

DUNEDIN

34698

More information about DAVIS FAMILY ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS FAMILY ENTERPRISES, INC.CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-11-01MONICA WARNER2024-08-09 MONICA WARNER2024-08-09
0022021-11-01MONICA WARNER2023-08-02 MONICA WARNER2023-08-02
0022020-11-01MONICA WARNER2022-08-15 MONICA WARNER2022-08-15
0022019-11-01MONICA WARNER2021-05-06 MONICA WARNER2021-05-06
0022018-11-01MONICA WARNER2020-06-15 MONICA WARNER2020-06-15
0022017-11-01MONICA WARNER2019-02-14 MONICA WARNER2019-02-14
0022016-11-01PAULA DAVIS2018-05-15 PAULA DAVIS2018-05-15
0022015-11-01PAULA DAVIS2017-05-15 PAULA DAVIS2017-05-15
0022014-11-10TIMOTHY DAVIS2016-04-11 TIMOTHY DAVIS2016-04-11

Financial Data on DAVIS FAMILY ENTERPRISES, INC.CASH BALANCE PENSION PLAN

Measure Date Value
2025 : DAVIS FAMILY ENTERPRISES, INC.CASH BALANCE PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2234170
Net assets as of the end of the plan year2025-07-225906982
Total assets as of the beginning of the plan year2025-07-224977670
Value of plan covered by a fidelity bond2025-07-22500000
Participant contributions to plan in this plan year2025-07-220
Other expenses paid from plan in this plan year2025-07-220
Other income to plan in this plan year2025-07-22639088
Plan net income in this plan year2025-07-22929312
Net assets as of the end of the plan year2025-07-225906982
Net assets as of the beginning of the plan year2025-07-224977670
Employer contributions to plan in this plan year2025-07-22324394
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2234170
2023 : DAVIS FAMILY ENTERPRISES, INC.CASH BALANCE PENSION PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-08-0226897
Net assets as of the end of the plan year2023-08-024191256
Total assets as of the beginning of the plan year2023-08-024272186
Value of plan covered by a fidelity bond2023-08-02500000
Participant contributions to plan in this plan year2023-08-020
Other expenses paid from plan in this plan year2023-08-020
Other income to plan in this plan year2023-08-02-562271
Plan net income in this plan year2023-08-02-80930
Net assets as of the end of the plan year2023-08-024191256
Net assets as of the beginning of the plan year2023-08-024272186
Employer contributions to plan in this plan year2023-08-02508238
Expensese paid to adminstrative service provicers from plan in this plan year2023-08-0226897

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