| Plan Name | DAVIS FAMILY ENTERPRISES, INC.CASH BALANCE PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-11-01 | MONICA WARNER | 2024-08-09 | MONICA WARNER | 2024-08-09 |
| 002 | 2021-11-01 | MONICA WARNER | 2023-08-02 | MONICA WARNER | 2023-08-02 |
| 002 | 2020-11-01 | MONICA WARNER | 2022-08-15 | MONICA WARNER | 2022-08-15 |
| 002 | 2019-11-01 | MONICA WARNER | 2021-05-06 | MONICA WARNER | 2021-05-06 |
| 002 | 2018-11-01 | MONICA WARNER | 2020-06-15 | MONICA WARNER | 2020-06-15 |
| 002 | 2017-11-01 | MONICA WARNER | 2019-02-14 | MONICA WARNER | 2019-02-14 |
| 002 | 2016-11-01 | PAULA DAVIS | 2018-05-15 | PAULA DAVIS | 2018-05-15 |
| 002 | 2015-11-01 | PAULA DAVIS | 2017-05-15 | PAULA DAVIS | 2017-05-15 |
| 002 | 2014-11-10 | TIMOTHY DAVIS | 2016-04-11 | TIMOTHY DAVIS | 2016-04-11 |
| Measure | Date | Value |
|---|---|---|
| 2025 : DAVIS FAMILY ENTERPRISES, INC.CASH BALANCE PENSION PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-22 | 34170 |
| Net assets as of the end of the plan year | 2025-07-22 | 5906982 |
| Total assets as of the beginning of the plan year | 2025-07-22 | 4977670 |
| Value of plan covered by a fidelity bond | 2025-07-22 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-22 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-22 | 0 |
| Other income to plan in this plan year | 2025-07-22 | 639088 |
| Plan net income in this plan year | 2025-07-22 | 929312 |
| Net assets as of the end of the plan year | 2025-07-22 | 5906982 |
| Net assets as of the beginning of the plan year | 2025-07-22 | 4977670 |
| Employer contributions to plan in this plan year | 2025-07-22 | 324394 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-22 | 34170 |
| 2023 : DAVIS FAMILY ENTERPRISES, INC.CASH BALANCE PENSION PLAN 2023 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2023-08-02 | 26897 |
| Net assets as of the end of the plan year | 2023-08-02 | 4191256 |
| Total assets as of the beginning of the plan year | 2023-08-02 | 4272186 |
| Value of plan covered by a fidelity bond | 2023-08-02 | 500000 |
| Participant contributions to plan in this plan year | 2023-08-02 | 0 |
| Other expenses paid from plan in this plan year | 2023-08-02 | 0 |
| Other income to plan in this plan year | 2023-08-02 | -562271 |
| Plan net income in this plan year | 2023-08-02 | -80930 |
| Net assets as of the end of the plan year | 2023-08-02 | 4191256 |
| Net assets as of the beginning of the plan year | 2023-08-02 | 4272186 |
| Employer contributions to plan in this plan year | 2023-08-02 | 508238 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-08-02 | 26897 |