401k Plan data: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN plan

PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN
Plan identification number	001

PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
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

PHILIP B. DAVIS, ATTORNEY has sponsored the creation of one or more 401k plans.

Company Name: PHILIP B. DAVIS, ATTORNEY

Employer identification number (EIN): 850328509

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NICHOLAS DAVIS 2023-10-20 NICHOLAS DAVIS 2023-10-20
001 2022-01-01 NICHOLAS DAVIS 2023-03-13 NICHOLAS DAVIS 2023-03-13
001 2021-01-01 NICHOLAS DAVIS 2022-08-31 NICHOLAS DAVIS 2022-08-31
001 2020-01-01 PHILIP DAVIS 2021-09-05 PHILIP DAVIS 2021-09-05
001 2019-01-01 PHILIP DAVIS 2020-01-21 PHILIP DAVIS 2020-01-21
001 2018-01-01 PHILIP DAVIS 2019-09-05 PHILIP DAVIS 2019-09-05
001 2017-01-01 PHILIP DAVIS 2018-09-17 PHILIP DAVIS 2018-09-17
001 2016-01-01 PHILIP DAVIS 2017-08-25 PHILIP DAVIS 2017-08-25
001 2015-01-01 PHILIP DAVIS 2016-05-25 PHILIP DAVIS 2016-05-25
001 2014-01-01 PHILIP DAVIS 2015-06-17 PHILIP DAVIS 2015-06-17
001 2013-01-01 PHILIP DAVIS 2014-10-06 PHILIP DAVIS 2014-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	NICHOLAS DAVIS	2023-10-20	NICHOLAS DAVIS	2023-10-20
001	2022-01-01	NICHOLAS DAVIS	2023-03-13	NICHOLAS DAVIS	2023-03-13
001	2021-01-01	NICHOLAS DAVIS	2022-08-31	NICHOLAS DAVIS	2022-08-31
001	2020-01-01	PHILIP DAVIS	2021-09-05	PHILIP DAVIS	2021-09-05
001	2019-01-01	PHILIP DAVIS	2020-01-21	PHILIP DAVIS	2020-01-21
001	2018-01-01	PHILIP DAVIS	2019-09-05	PHILIP DAVIS	2019-09-05
001	2017-01-01	PHILIP DAVIS	2018-09-17	PHILIP DAVIS	2018-09-17
001	2016-01-01	PHILIP DAVIS	2017-08-25	PHILIP DAVIS	2017-08-25
001	2015-01-01	PHILIP DAVIS	2016-05-25	PHILIP DAVIS	2016-05-25
001	2014-01-01	PHILIP DAVIS	2015-06-17	PHILIP DAVIS	2015-06-17
001	2013-01-01	PHILIP DAVIS	2014-10-06	PHILIP DAVIS	2014-10-06

Plan Statistics for PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN

401k plan membership statisitcs for PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN

Measure Date Value
2022: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,205,054
Acturial value of plan assets 2022-12-31 1,205,054
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 21,384
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 790,358
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 790,358
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 811,742
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 57,522
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 60,726
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 60,726
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 60,726
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 9,794
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,017,653
Acturial value of plan assets 2021-12-31 1,017,653
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 22,045
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 708,772
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 712,574
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 734,619
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 426,648
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 426,648
Present value of excess contributions 2021-12-31 21,494
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 22,642
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 22,642
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 500,616
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 60,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 57,522
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 25,705
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 57,522
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 864,005
Acturial value of plan assets 2020-12-31 864,005
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 23,346
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 667,018
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 672,888
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 696,234
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 348,765
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 348,765
Present value of excess contributions 2020-12-31 1,293
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 1,364
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 1,364
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 426,648
Total employer contributions 2020-12-31 54,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 49,102
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 27,608
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 27,608
Additional cash requirement 2020-12-31 27,608
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 49,102
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 694,088
Acturial value of plan assets 2019-12-31 694,088
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 23,925
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 432,820
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 441,263
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 465,188
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 312,479
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 312,479
Present value of excess contributions 2019-12-31 53,743
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 56,785
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 56,785
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 348,765
Total employer contributions 2019-12-31 22,147
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 20,755
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 19,462
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 19,462
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 19,462
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 20,755
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 655,658
Acturial value of plan assets 2018-12-31 655,658
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 24,530
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 354,643
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 362,660
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 387,190
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 167,957
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 167,957
Present value of excess contributions 2018-12-31 119,100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 125,996
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 125,996
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 312,479
Total employer contributions 2018-12-31 76,085
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 71,909
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 18,166
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 18,166
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 18,166
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 71,909
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 463,816
Acturial value of plan assets 2017-12-31 463,816
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 21,060
Active participant vested funding target 2017-12-31 329,267
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 333,792
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 354,852
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 153,751
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 153,751
Present value of excess contributions 2017-12-31 35,650
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 37,785
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 37,785
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 40,000
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 167,957
Total employer contributions 2017-12-31 146,046
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 133,600
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 14,500
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 14,500
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 14,500
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 133,600
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 375,166
Acturial value of plan assets 2016-12-31 375,166
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 256,268
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 258,011
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 258,011
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 56,769
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 56,769
Present value of excess contributions 2016-12-31 118,452
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 125,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 125,796
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 30,000
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 153,751
Total employer contributions 2016-12-31 55,451
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 50,735
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 15,085
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 15,085
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 15,085
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 50,735
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,205,054
Acturial value of plan assets	2022-12-31	1,205,054
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	21,384
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	790,358
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	790,358
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	811,742
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	57,522
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	60,726
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	60,726
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	60,726
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	9,794
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,017,653
Acturial value of plan assets	2021-12-31	1,017,653
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	22,045
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	708,772
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	712,574
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	734,619
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	426,648
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	426,648
Present value of excess contributions	2021-12-31	21,494
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	22,642
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	22,642
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	500,616
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	60,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	57,522
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	25,705
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	57,522
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	864,005
Acturial value of plan assets	2020-12-31	864,005
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	23,346
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	667,018
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	672,888
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	696,234
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	348,765
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	348,765
Present value of excess contributions	2020-12-31	1,293
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1,364
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	1,364
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	426,648
Total employer contributions	2020-12-31	54,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	49,102
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	27,608
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	27,608
Additional cash requirement	2020-12-31	27,608
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	49,102
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	694,088
Acturial value of plan assets	2019-12-31	694,088
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	23,925
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	432,820
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	441,263
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	465,188
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	312,479
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	312,479
Present value of excess contributions	2019-12-31	53,743
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	56,785
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	56,785
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	348,765
Total employer contributions	2019-12-31	22,147
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	20,755
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	19,462
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	19,462
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	19,462
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	20,755
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	655,658
Acturial value of plan assets	2018-12-31	655,658
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	24,530
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	354,643
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	362,660
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	387,190
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	167,957
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	167,957
Present value of excess contributions	2018-12-31	119,100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	125,996
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	125,996
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	312,479
Total employer contributions	2018-12-31	76,085
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	71,909
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	18,166
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	18,166
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	18,166
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	71,909
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	463,816
Acturial value of plan assets	2017-12-31	463,816
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	21,060
Active participant vested funding target	2017-12-31	329,267
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	333,792
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	354,852
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	153,751
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	153,751
Present value of excess contributions	2017-12-31	35,650
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	37,785
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	37,785
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	40,000
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	167,957
Total employer contributions	2017-12-31	146,046
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	133,600
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	14,500
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	14,500
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	14,500
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	133,600
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PHILIP B. DAVIS, ATTORNEY DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	375,166
Acturial value of plan assets	2016-12-31	375,166
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	256,268
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	258,011
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	258,011
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	56,769
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	56,769
Present value of excess contributions	2016-12-31	118,452
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	125,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	125,796
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	30,000
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	153,751
Total employer contributions	2016-12-31	55,451
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	50,735
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	15,085
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	15,085
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	15,085
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	50,735
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	PHILIP B. DAVIS, ATTORNEY
Employer identification number (EIN):	850328509
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers