401k Plan data: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN plan

TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN
Plan identification number	001

TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

SURFACE MOUNT DEPOT, INC. has sponsored the creation of one or more 401k plans.

Company Name: SURFACE MOUNT DEPOT, INC.

Employer identification number (EIN): 731324643

NAIC Classification: 334500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JASON HAMMONDS
001 2017-01-01 JASON HAMMONDS
001 2016-01-01 JASON HAMMONDS
001 2015-01-01 JASON HAMMONDS
001 2014-01-01 JASON HAMMONDS
001 2013-01-01 JASON HAMMONDS
001 2012-01-01 JASON HAMMONDS
001 2011-01-01 JASON HAMMONDS
001 2009-01-01 JASON HAMMONDS

Plan Statistics for TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN

401k plan membership statisitcs for TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN

Measure Date Value
2022: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 52
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 9
Total of all active and inactive participants 2022-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 61
Number of participants with account balances 2022-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 51
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 66
Number of participants with account balances 2021-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 42
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 20
Total of all active and inactive participants 2020-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 62
Number of participants with account balances 2020-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 65
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 71
Number of participants with account balances 2019-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 60
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 67
Number of participants with account balances 2018-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 58
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 66
Number of participants with account balances 2017-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 56
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 67
Number of participants with account balances 2016-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 61
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 72
Number of participants with account balances 2015-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 81
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 90
Number of participants with account balances 2014-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 82
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 90
Number of participants with account balances 2013-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 87
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 97
Number of participants with account balances 2012-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 75
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 85
Number of participants with account balances 2011-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 68
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 78
Number of participants with account balances 2009-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	52
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	9
Total of all active and inactive participants	2022-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	61
Number of participants with account balances	2022-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	51
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	66
Number of participants with account balances	2021-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	42
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	20
Total of all active and inactive participants	2020-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	62
Number of participants with account balances	2020-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	65
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	71
Number of participants with account balances	2019-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	60
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	67
Number of participants with account balances	2018-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	58
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	66
Number of participants with account balances	2017-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	56
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	67
Number of participants with account balances	2016-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	61
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	72
Number of participants with account balances	2015-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	81
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	90
Number of participants with account balances	2014-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	82
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	90
Number of participants with account balances	2013-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	87
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	97
Number of participants with account balances	2012-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	75
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	85
Number of participants with account balances	2011-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	68
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	78
Number of participants with account balances	2009-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-294,750
Expenses. Total of all expenses incurred	2022-12-31	$226,382
Benefits paid (including direct rollovers)	2022-12-31	$226,382
Total plan assets at end of year	2022-12-31	$2,821,674
Total plan assets at beginning of year	2022-12-31	$3,342,806
Value of fidelity bond covering the plan	2022-12-31	$282,167
Total contributions received or receivable from participants	2022-12-31	$119,046
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-485,203
Net income (gross income less expenses)	2022-12-31	$-521,132
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,821,674
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,342,806
Assets. Value of participant loans	2022-12-31	$110,172
Total contributions received or receivable from employer(s)	2022-12-31	$71,407
Value of certain deemed distributions of participant loans	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$455,722
Expenses. Total of all expenses incurred	2021-12-31	$65,373
Benefits paid (including direct rollovers)	2021-12-31	$65,373
Total plan assets at end of year	2021-12-31	$3,342,806
Total plan assets at beginning of year	2021-12-31	$2,952,457
Value of fidelity bond covering the plan	2021-12-31	$334,281
Total contributions received or receivable from participants	2021-12-31	$109,623
Other income received	2021-12-31	$282,456
Net income (gross income less expenses)	2021-12-31	$390,349
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,342,806
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,952,457
Assets. Value of participant loans	2021-12-31	$131,809
Total contributions received or receivable from employer(s)	2021-12-31	$63,643
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$470,570
Expenses. Total of all expenses incurred	2020-12-31	$223,927
Benefits paid (including direct rollovers)	2020-12-31	$223,927
Total plan assets at end of year	2020-12-31	$2,952,457
Total plan assets at beginning of year	2020-12-31	$2,705,814
Value of fidelity bond covering the plan	2020-12-31	$295,246
Total contributions received or receivable from participants	2020-12-31	$117,391
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$286,174
Net income (gross income less expenses)	2020-12-31	$246,643
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,952,457
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,705,814
Assets. Value of participant loans	2020-12-31	$125,602
Total contributions received or receivable from employer(s)	2020-12-31	$67,005
2019 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$580,059
Expenses. Total of all expenses incurred	2019-12-31	$4,436
Benefits paid (including direct rollovers)	2019-12-31	$4,436
Total plan assets at end of year	2019-12-31	$2,705,814
Total plan assets at beginning of year	2019-12-31	$2,130,191
Value of fidelity bond covering the plan	2019-12-31	$271,000
Total contributions received or receivable from participants	2019-12-31	$128,899
Other income received	2019-12-31	$378,222
Net income (gross income less expenses)	2019-12-31	$575,623
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,705,814
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,130,191
Assets. Value of participant loans	2019-12-31	$129,629
Total contributions received or receivable from employer(s)	2019-12-31	$72,938
2018 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$26,072
Expenses. Total of all expenses incurred	2018-12-31	$585,361
Benefits paid (including direct rollovers)	2018-12-31	$574,548
Total plan assets at end of year	2018-12-31	$2,130,191
Total plan assets at beginning of year	2018-12-31	$2,689,480
Value of fidelity bond covering the plan	2018-12-31	$228,000
Total contributions received or receivable from participants	2018-12-31	$122,550
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-168,571
Net income (gross income less expenses)	2018-12-31	$-559,289
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,130,191
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,689,480
Assets. Value of participant loans	2018-12-31	$102,418
Total contributions received or receivable from employer(s)	2018-12-31	$72,093
Value of certain deemed distributions of participant loans	2018-12-31	$10,813
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$497,662
Expenses. Total of all expenses incurred	2017-12-31	$80,658
Benefits paid (including direct rollovers)	2017-12-31	$80,658
Total plan assets at end of year	2017-12-31	$2,689,480
Total plan assets at beginning of year	2017-12-31	$2,272,476
Value of fidelity bond covering the plan	2017-12-31	$228,000
Total contributions received or receivable from participants	2017-12-31	$111,032
Other income received	2017-12-31	$314,049
Net income (gross income less expenses)	2017-12-31	$417,004
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,689,480
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,272,476
Assets. Value of participant loans	2017-12-31	$80,431
Total contributions received or receivable from employer(s)	2017-12-31	$72,581
2016 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$262,510
Expenses. Total of all expenses incurred	2016-12-31	$279,778
Benefits paid (including direct rollovers)	2016-12-31	$279,778
Total plan assets at end of year	2016-12-31	$2,272,476
Total plan assets at beginning of year	2016-12-31	$2,289,744
Value of fidelity bond covering the plan	2016-12-31	$228,000
Total contributions received or receivable from participants	2016-12-31	$95,167
Contributions received from other sources (not participants or employers)	2016-12-31	$6,340
Other income received	2016-12-31	$97,567
Net income (gross income less expenses)	2016-12-31	$-17,268
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,272,476
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,289,744
Assets. Value of participant loans	2016-12-31	$98,905
Total contributions received or receivable from employer(s)	2016-12-31	$63,436
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$130,769
Expenses. Total of all expenses incurred	2015-12-31	$139,664
Benefits paid (including direct rollovers)	2015-12-31	$139,664
Total plan assets at end of year	2015-12-31	$2,289,744
Total plan assets at beginning of year	2015-12-31	$2,298,639
Value of fidelity bond covering the plan	2015-12-31	$180,000
Total contributions received or receivable from participants	2015-12-31	$109,985
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-54,102
Net income (gross income less expenses)	2015-12-31	$-8,895
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,289,744
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,298,639
Assets. Value of participant loans	2015-12-31	$97,263
Total contributions received or receivable from employer(s)	2015-12-31	$74,886
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$277,031
Expenses. Total of all expenses incurred	2014-12-31	$88,107
Benefits paid (including direct rollovers)	2014-12-31	$88,107
Total plan assets at end of year	2014-12-31	$2,298,639
Total plan assets at beginning of year	2014-12-31	$2,109,715
Value of fidelity bond covering the plan	2014-12-31	$180,000
Total contributions received or receivable from participants	2014-12-31	$115,736
Contributions received from other sources (not participants or employers)	2014-12-31	$2,873
Other income received	2014-12-31	$80,258
Net income (gross income less expenses)	2014-12-31	$188,924
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,298,639
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,109,715
Assets. Value of participant loans	2014-12-31	$103,274
Total contributions received or receivable from employer(s)	2014-12-31	$78,164
2013 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$424,141
Expenses. Total of all expenses incurred	2013-12-31	$419,995
Benefits paid (including direct rollovers)	2013-12-31	$419,995
Total plan assets at end of year	2013-12-31	$2,120,912
Total plan assets at beginning of year	2013-12-31	$2,116,766
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$110,301
Contributions received from other sources (not participants or employers)	2013-12-31	$7,542
Other income received	2013-12-31	$238,947
Net income (gross income less expenses)	2013-12-31	$4,146
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,120,912
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,116,766
Assets. Value of participant loans	2013-12-31	$81,102
Total contributions received or receivable from employer(s)	2013-12-31	$74,893
2012 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$374,581
Expenses. Total of all expenses incurred	2012-12-31	$66,463
Benefits paid (including direct rollovers)	2012-12-31	$66,463
Total plan assets at end of year	2012-12-31	$2,116,766
Total plan assets at beginning of year	2012-12-31	$1,808,648
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$75,620
Other income received	2012-12-31	$187,771
Net income (gross income less expenses)	2012-12-31	$308,118
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,116,766
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,808,648
Assets. Value of participant loans	2012-12-31	$81,615
Total contributions received or receivable from employer(s)	2012-12-31	$111,190
2011 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$196,739
Expenses. Total of all expenses incurred	2011-12-31	$5,352
Benefits paid (including direct rollovers)	2011-12-31	$5,352
Total plan assets at end of year	2011-12-31	$1,808,648
Total plan assets at beginning of year	2011-12-31	$1,617,261
Value of fidelity bond covering the plan	2011-12-31	$15,000
Total contributions received or receivable from participants	2011-12-31	$115,895
Other income received	2011-12-31	$3,127
Net income (gross income less expenses)	2011-12-31	$191,387
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,808,648
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,617,261
Assets. Value of participant loans	2011-12-31	$54,422
Total contributions received or receivable from employer(s)	2011-12-31	$77,717
2010 : TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$347,591
Expenses. Total of all expenses incurred	2010-12-31	$29,233
Benefits paid (including direct rollovers)	2010-12-31	$29,233
Total plan assets at end of year	2010-12-31	$1,617,261
Total plan assets at beginning of year	2010-12-31	$1,298,903
Value of fidelity bond covering the plan	2010-12-31	$15,000
Total contributions received or receivable from participants	2010-12-31	$135,055
Contributions received from other sources (not participants or employers)	2010-12-31	$10,422
Other income received	2010-12-31	$124,504
Net income (gross income less expenses)	2010-12-31	$318,358
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,617,261
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,298,903
Assets. Value of participant loans	2010-12-31	$56,969
Total contributions received or receivable from employer(s)	2010-12-31	$77,610

Form 5500 Responses for TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN

2022: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: TED DAVIS ENTERPRISES 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-80069

Policy instance

Insurance contract or identification number	871-80069
Number of Individuals Covered	61
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,941
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,941
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-80069

Policy instance

Insurance contract or identification number	871-80069
Number of Individuals Covered	56
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,972
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-80069

Policy instance

Insurance contract or identification number	871-80069
Number of Individuals Covered	56
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,361
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,361
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-80069

Policy instance

Insurance contract or identification number	871-80069
Number of Individuals Covered	59
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $820
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $820
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-80069

Policy instance

Insurance contract or identification number	871-80069
Number of Individuals Covered	60
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $747
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $747
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-80069

Policy instance

Insurance contract or identification number	871-80069
Number of Individuals Covered	59
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $782
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $782
Insurance broker organization code?	3
Insurance broker name	ROYAL ALLIANCE ASSOC

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Company Name:	SURFACE MOUNT DEPOT, INC.
Employer identification number (EIN):	731324643
NAIC Classification:	334500