DAVIES, TUCKER & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVIES, TUCKER & ASSOCIATES, LLC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVIES, TUCKER & ASSOCIATES, LLC PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-17 | 4796 |
| Net assets as of the end of the plan year | 2025-06-17 | 415820 |
| Total assets as of the beginning of the plan year | 2025-06-17 | 355536 |
| Value of plan covered by a fidelity bond | 2025-06-17 | 50000 |
| Other income to plan in this plan year | 2025-06-17 | 54080 |
| Plan net income in this plan year | 2025-06-17 | 60284 |
| Net assets as of the end of the plan year | 2025-06-17 | 415820 |
| Net assets as of the beginning of the plan year | 2025-06-17 | 355536 |
| Employer contributions to plan in this plan year | 2025-06-17 | 11000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-17 | 400 |
| 2024 : DAVIES, TUCKER & ASSOCIATES, LLC PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Net assets as of the end of the plan year | 2024-07-25 | 355536 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 287234 |
| Value of plan covered by a fidelity bond | 2024-07-25 | 50000 |
| Other income to plan in this plan year | 2024-07-25 | 44302 |
| Plan net income in this plan year | 2024-07-25 | 68302 |
| Net assets as of the end of the plan year | 2024-07-25 | 355536 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 287234 |
| Employer contributions to plan in this plan year | 2024-07-25 | 24000 |
| Fees paid to broker by Benefit Provider | 2024-07-25 | 676 |
| 2010 : DAVIES, TUCKER & ASSOCIATES, LLC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $205,945 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $162,946 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $143,731 |
| Total plan assets at end of year | 2010-12-31 | $1,472,025 |
| Total plan assets at beginning of year | 2010-12-31 | $1,429,026 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $190,945 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $42,999 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,472,025 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,429,026 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $15,000 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $19,215 |
| 2010: DAVIES, TUCKER & ASSOCIATES, LLC PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVIES, TUCKER & ASSOCIATES, LLC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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