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Plan Name | DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | KATHERINE CUMMINGS | 2021-12-20 | TRIGG T. DAVIS | 2021-12-20 |
001 | 2020-01-01 | KATHERINE CUMMINGS | 2021-06-10 | ||
001 | 2018-01-01 | KATHY CUMMINGS | 2019-06-11 | ||
001 | 2017-01-01 | KATHERINE CUMMINGS | 2018-06-14 | TRIGG DAVIS | 2018-06-14 |
001 | 2016-01-01 | KATHERINE CUMMINGS | 2017-06-13 | TRIGG DAVIS | 2017-06-13 |
001 | 2015-01-01 | KATHERINE CUMMINGS | |||
001 | 2014-01-01 | KATHERINE CUMMINGS | TRIGG DAVIS | 2015-07-14 | |
001 | 2013-01-01 | CANDY BAGOY | |||
001 | 2012-01-01 | TRIGG DAVIS | 2013-01-31 | TRIGG DAVIS | 2013-01-31 |
001 | 2011-01-01 | KATHERINE CUMMINGS | 2012-06-28 | TRIGG DAVIS | 2012-07-02 |
001 | 2010-01-01 | TRIGG DAVIS | 2011-06-30 | TRIGG DAVIS | 2011-06-30 |
Measure | Date | Value |
---|---|---|
2015: DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $10,226 |
Expenses. Total of all expenses incurred | 2015-12-31 | $125 |
Total plan assets at end of year | 2015-12-31 | $263,604 |
Total plan assets at beginning of year | 2015-12-31 | $253,503 |
Value of fidelity bond covering the plan | 2015-12-31 | $30,000 |
Total contributions received or receivable from participants | 2015-12-31 | $17,303 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $125 |
Other income received | 2015-12-31 | $-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 securities | 2015-12-31 | $0 |
2014 : DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $79,600 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,040,061 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,037,930 |
Total plan assets at end of year | 2014-12-31 | $253,503 |
Total plan assets at beginning of year | 2014-12-31 | $1,213,964 |
Total contributions received or receivable from participants | 2014-12-31 | $19,582 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $2,131 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $178,762 |
Expenses. Total of all expenses incurred | 2013-12-31 | $320 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $1,213,964 |
Total plan assets at beginning of year | 2013-12-31 | $1,035,522 |
Total contributions received or receivable from participants | 2013-12-31 | $19,341 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $320 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
2015: DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DAVIS & MATHIS, P.C. 401(K) PROFIT SHARING 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |