| Plan Name | DAV GLO INVESTMENT GROUP INC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DAVE GLO INVESTMENT GROUP INC |
| Employer identification number (EIN): | 571215005 |
| NAIC Classification: | 561410 |
| NAIC Description: | Document Preparation Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DAVID ORTIZ | 2024-07-01 |
| Measure | Date | Value |
|---|---|---|
| 2024: DAV GLO INVESTMENT GROUP INC 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-01 | 9 |
| Total number of particpants at end of year | 2024-07-01 | 8 |
| Number of Participants With Account Balances | 2024-07-01 | 6 |
| Measure | Date | Value |
|---|---|---|
| 2024 : DAV GLO INVESTMENT GROUP INC 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-01 | 11247 |
| Net assets as of the end of the plan year | 2024-07-01 | 219218 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 177588 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 18000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 17668 |
| Other income to plan in this plan year | 2024-07-01 | 32363 |
| Plan net income in this plan year | 2024-07-01 | 41630 |
| Net assets as of the end of the plan year | 2024-07-01 | 219218 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 177588 |
| Employer contributions to plan in this plan year | 2024-07-01 | 2846 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 530 |