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DAVIS STEPHENSON PLLC 401(K) PLAN 401k Plan overview

Plan NameDAVIS STEPHENSON PLLC 401(K) PLAN
Plan identification number 001

DAVIS STEPHENSON PLLC 401(K) 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 STEPHENSON PLLC has sponsored the creation of one or more 401k plans.

Company Name:DAVIS STEPHENSON PLLC
Employer identification number (EIN):473203195
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS STEPHENSON PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01MARGARET LAUREL STEPHENSON2021-07-01 MARGARET LAUREL STEPHENSON2021-07-01
0012019-01-01MARGARET LAUREL STEPHENSON2021-07-01 MARGARET LAUREL STEPHENSON2021-07-01

Plan Statistics for DAVIS STEPHENSON PLLC 401(K) PLAN

401k plan membership statisitcs for DAVIS STEPHENSON PLLC 401(K) PLAN

Measure Date Value
2025: DAVIS STEPHENSON PLLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-225
Total number of particpants at end of year2025-07-225
Number of Participants With Account Balances2025-07-225
2024: DAVIS STEPHENSON PLLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-035
Total number of particpants at end of year2024-07-035
Number of Participants With Account Balances2024-07-035
2022: DAVIS STEPHENSON PLLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-055
Total number of particpants at end of year2022-07-054
Number of Participants With Account Balances2022-07-054

Financial Data on DAVIS STEPHENSON PLLC 401(K) PLAN

Measure Date Value
2025 : DAVIS STEPHENSON PLLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-220
Net assets as of the end of the plan year2025-07-221219570
Total assets as of the beginning of the plan year2025-07-22848530
Value of plan covered by a fidelity bond2025-07-2220000
Participant contributions to plan in this plan year2025-07-22105634
Other income to plan in this plan year2025-07-22113923
Plan net income in this plan year2025-07-22371040
Net assets as of the end of the plan year2025-07-221219570
Net assets as of the beginning of the plan year2025-07-22848530
Employer contributions to plan in this plan year2025-07-22151483
2024 : DAVIS STEPHENSON PLLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-030
Net assets as of the end of the plan year2024-07-03848530
Total assets as of the beginning of the plan year2024-07-03523459
Value of plan covered by a fidelity bond2024-07-0320000
Participant contributions to plan in this plan year2024-07-03104360
Other income to plan in this plan year2024-07-03107102
Plan net income in this plan year2024-07-03325071
Net assets as of the end of the plan year2024-07-03848530
Net assets as of the beginning of the plan year2024-07-03523459
Employer contributions to plan in this plan year2024-07-03113609
2022 : DAVIS STEPHENSON PLLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-053389
Net assets as of the end of the plan year2022-07-05421414
Total assets as of the beginning of the plan year2022-07-05235499
Value of plan covered by a fidelity bond2022-07-0520000
Participant contributions to plan in this plan year2022-07-0579462
Other income to plan in this plan year2022-07-0525044
Plan net income in this plan year2022-07-05185915
Net assets as of the end of the plan year2022-07-05421414
Net assets as of the beginning of the plan year2022-07-05235499
Employer contributions to plan in this plan year2022-07-0584798

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