?>
Logo

DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DAVIS & MATHIS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVIS & MATHIS, P.C.
Employer identification number (EIN):920064918
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about DAVIS & MATHIS, P.C.

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 1978-01-09
Company Identification Number: 17880D
Legal Registered Office Address: 405 WEST 36TH AVE #200

ANCHORAGE
United States of America (USA)
99503

More information about DAVIS & MATHIS, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01KATHERINE CUMMINGS2021-12-20 TRIGG T. DAVIS2021-12-20
0012020-01-01KATHERINE CUMMINGS2021-06-10
0012018-01-01KATHY CUMMINGS2019-06-11
0012017-01-01KATHERINE CUMMINGS2018-06-14 TRIGG DAVIS2018-06-14
0012016-01-01KATHERINE CUMMINGS2017-06-13 TRIGG DAVIS2017-06-13
0012015-01-01KATHERINE CUMMINGS
0012014-01-01KATHERINE CUMMINGS TRIGG DAVIS2015-07-14
0012013-01-01CANDY BAGOY
0012012-01-01TRIGG DAVIS2013-01-31 TRIGG DAVIS2013-01-31
0012011-01-01KATHERINE CUMMINGS2012-06-28 TRIGG DAVIS2012-07-02
0012010-01-01TRIGG DAVIS2011-06-30 TRIGG DAVIS2011-06-30

Plan Statistics for DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$10,226
Expenses. Total of all expenses incurred2015-12-31$125
Total plan assets at end of year2015-12-31$263,604
Total plan assets at beginning of year2015-12-31$253,503
Value of fidelity bond covering the plan2015-12-31$30,000
Total contributions received or receivable from participants2015-12-31$17,303
Expenses. Other expenses not covered elsewhere2015-12-31$125
Other income received2015-12-31$-7,077
Net income (gross income less expenses)2015-12-31$10,101
Net plan assets at end of year (total assets less liabilities)2015-12-31$263,604
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$253,503
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$79,600
Expenses. Total of all expenses incurred2014-12-31$1,040,061
Benefits paid (including direct rollovers)2014-12-31$1,037,930
Total plan assets at end of year2014-12-31$253,503
Total plan assets at beginning of year2014-12-31$1,213,964
Total contributions received or receivable from participants2014-12-31$19,582
Expenses. Other expenses not covered elsewhere2014-12-31$2,131
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$60,018
Net income (gross income less expenses)2014-12-31$-960,461
Net plan assets at end of year (total assets less liabilities)2014-12-31$253,503
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,213,964
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$178,762
Expenses. Total of all expenses incurred2013-12-31$320
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,213,964
Total plan assets at beginning of year2013-12-31$1,035,522
Total contributions received or receivable from participants2013-12-31$19,341
Expenses. Other expenses not covered elsewhere2013-12-31$320
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$159,421
Net income (gross income less expenses)2013-12-31$178,442
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,213,964
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,035,522
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0

Form 5500 Responses for DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN

2015: DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3