DAVIS-PENN MORTGAGE CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN
401k plan membership statisitcs for DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN
| Measure | Date | Value |
|---|
| 2025: DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-25 | 12 |
| Total number of particpants at end of year | 2025-09-25 | 10 |
| Number of Participants With Account Balances | 2025-09-25 | 10 |
| 2024: DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-11 | 15 |
| Total number of particpants at end of year | 2024-06-11 | 12 |
| Number of Participants With Account Balances | 2024-06-11 | 12 |
| 2015: DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 13 |
| Number of participants with account balances | 2015-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 13 |
| Number of participants with account balances | 2014-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 13 |
| Number of participants with account balances | 2013-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 13 |
| Number of participants with account balances | 2012-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-25 | 1194162 |
| Net assets as of the end of the plan year | 2025-09-25 | 8019062 |
| Total assets as of the beginning of the plan year | 2025-09-25 | 7750088 |
| Value of plan covered by a fidelity bond | 2025-09-25 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-25 | 166301 |
| Other contributions to plan in this plan year | 2025-09-25 | 121385 |
| Other income to plan in this plan year | 2025-09-25 | 1089557 |
| Plan net income in this plan year | 2025-09-25 | 268974 |
| Net assets as of the end of the plan year | 2025-09-25 | 8019062 |
| Net assets as of the beginning of the plan year | 2025-09-25 | 7750088 |
| Employer contributions to plan in this plan year | 2025-09-25 | 85893 |
| Fees paid to broker by Benefit Provider | 2025-09-25 | 20089 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-25 | 200 |
| 2024 : DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-11 | 429548 |
| Net assets as of the end of the plan year | 2024-06-11 | 7750088 |
| Total assets as of the beginning of the plan year | 2024-06-11 | 6925879 |
| Value of plan covered by a fidelity bond | 2024-06-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-11 | 144746 |
| Other expenses paid from plan in this plan year | 2024-06-11 | 250 |
| Other income to plan in this plan year | 2024-06-11 | 1061940 |
| Plan net income in this plan year | 2024-06-11 | 824209 |
| Net assets as of the end of the plan year | 2024-06-11 | 7750088 |
| Net assets as of the beginning of the plan year | 2024-06-11 | 6925879 |
| Employer contributions to plan in this plan year | 2024-06-11 | 47071 |
| Fees paid to broker by Benefit Provider | 2024-06-11 | 17860 |
| 2015 : DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $243,102 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $105,898 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $105,698 |
| Total plan assets at end of year | 2015-12-31 | $2,961,976 |
| Total plan assets at beginning of year | 2015-12-31 | $2,824,772 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $196,690 |
| Other income received | 2015-12-31 | $4,789 |
| Net income (gross income less expenses) | 2015-12-31 | $137,204 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,961,976 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,824,772 |
| Assets. Value of participant loans | 2015-12-31 | $52,365 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $41,623 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $200 |
| 2014 : DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $355,630 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $2,824,772 |
| Total plan assets at beginning of year | 2014-12-31 | $2,469,142 |
| Value of fidelity bond covering the plan | 2014-12-31 | $290,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $172,314 |
| Other income received | 2014-12-31 | $141,384 |
| Net income (gross income less expenses) | 2014-12-31 | $355,630 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,824,772 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,469,142 |
| Assets. Value of participant loans | 2014-12-31 | $48,489 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $41,932 |
| 2013 : DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $577,323 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $218,988 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $216,893 |
| Total plan assets at end of year | 2013-12-31 | $2,469,142 |
| Total plan assets at beginning of year | 2013-12-31 | $2,110,807 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $173,183 |
| Other income received | 2013-12-31 | $373,233 |
| Net income (gross income less expenses) | 2013-12-31 | $358,335 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,469,142 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,110,807 |
| Assets. Value of participant loans | 2013-12-31 | $53,643 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $30,907 |
| Value of corrective distributions | 2013-12-31 | $2,095 |
| 2012 : DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $320,253 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $85,525 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $85,350 |
| Total plan assets at end of year | 2012-12-31 | $2,110,807 |
| Total plan assets at beginning of year | 2012-12-31 | $1,876,079 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $94,825 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $175 |
| Other income received | 2012-12-31 | $198,133 |
| Net income (gross income less expenses) | 2012-12-31 | $234,728 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,110,807 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,876,079 |
| Assets. Value of participant loans | 2012-12-31 | $99,740 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $27,295 |
| 2015: DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DAVIS - PENN MORTGAGE CO. 401 K AND EMPLOYEE THRIFT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
