401k Plan data: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN plan

DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan Name	DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN
Plan identification number	001

DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

DAVIS+GILBERT, LLP has sponsored the creation of one or more 401k plans.

Company Name: DAVIS+GILBERT, LLP

Employer identification number (EIN): 131504385

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about DAVIS+GILBERT, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1998-03-10

Company Identification Number: 2236773

Legal Registered Office Address: ATTN: MANAGEMENT COMMITTEE
1675 Broadway
NEW YORK
United States of America (USA)
10019

More information about DAVIS+GILBERT, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LEWIS RUBIN
001 2016-01-01 LEWIS RUBIN
001 2015-01-01 LEWIS RUBIN
001 2014-01-01 LEWIS RUBIN
001 2013-01-01 LEWIS RUBIN
001 2012-01-01 LEWIS RUBIN LEWIS RUBIN 2013-10-08
001 2011-01-01 LEWIS RUBIN
001 2009-01-01 LEWIS RUBIN

Plan Statistics for DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 133
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 41
Total of all active and inactive participants 2023-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 175
Number of participants with account balances 2023-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 3
2022: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 129
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 41
Total of all active and inactive participants 2022-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 171
Number of participants with account balances 2022-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 125
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 157
Number of participants with account balances 2021-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 123
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 34
Total of all active and inactive participants 2020-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 157
Number of participants with account balances 2020-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 131
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 34
Total of all active and inactive participants 2019-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 165
Number of participants with account balances 2019-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 139
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 29
Total of all active and inactive participants 2018-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 169
Number of participants with account balances 2018-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 144
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 171
Number of participants with account balances 2017-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 139
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 48
Total of all active and inactive participants 2016-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 188
Number of participants with account balances 2016-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 138
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 44
Total of all active and inactive participants 2015-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 183
Number of participants with account balances 2015-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 135
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 41
Total of all active and inactive participants 2014-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 178
Number of participants with account balances 2014-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 133
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 45
Total of all active and inactive participants 2013-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 179
Number of participants with account balances 2013-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 147
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 29
Total of all active and inactive participants 2012-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 178
Number of participants with account balances 2012-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 129
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 23
Total of all active and inactive participants 2011-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 154
Number of participants with account balances 2011-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 112
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 21
Total of all active and inactive participants 2009-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 136
Number of participants with account balances 2009-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2023: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	133
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	41
Total of all active and inactive participants	2023-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	175
Number of participants with account balances	2023-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	3
2022: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	129
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	41
Total of all active and inactive participants	2022-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	171
Number of participants with account balances	2022-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	125
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	157
Number of participants with account balances	2021-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	123
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	34
Total of all active and inactive participants	2020-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	157
Number of participants with account balances	2020-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	131
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	34
Total of all active and inactive participants	2019-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	165
Number of participants with account balances	2019-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	139
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	29
Total of all active and inactive participants	2018-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	169
Number of participants with account balances	2018-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	144
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	171
Number of participants with account balances	2017-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	139
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	48
Total of all active and inactive participants	2016-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	188
Number of participants with account balances	2016-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	138
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	44
Total of all active and inactive participants	2015-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	183
Number of participants with account balances	2015-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	135
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	41
Total of all active and inactive participants	2014-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	178
Number of participants with account balances	2014-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	133
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	45
Total of all active and inactive participants	2013-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	179
Number of participants with account balances	2013-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	147
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	29
Total of all active and inactive participants	2012-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	178
Number of participants with account balances	2012-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	129
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	23
Total of all active and inactive participants	2011-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	154
Number of participants with account balances	2011-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	112
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	21
Total of all active and inactive participants	2009-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	136
Number of participants with account balances	2009-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN

Measure	Date	Value
2023 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2023 401k financial data
Total transfer of assets to this plan	2023-12-31	$289,315
Total income from all sources (including contributions)	2023-12-31	$25,546,790
Total of all expenses incurred	2023-12-31	$3,606,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$3,405,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$5,010,271
Value of total assets at end of year	2023-12-31	$131,529,875
Value of total assets at beginning of year	2023-12-31	$109,300,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$200,790
Total interest from all sources	2023-12-31	$251,735
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$2,638,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$2,638,554
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,835,563
Participant contributions at end of year	2023-12-31	$158,194
Participant contributions at beginning of year	2023-12-31	$220,681
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$30,795,355
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$26,309,746
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$121,363
Other income not declared elsewhere	2023-12-31	$3,977,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$21,940,314
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$131,529,875
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$109,300,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$151,121
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$97,504,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$74,352,005
Interest on participant loans	2023-12-31	$12,431
Value of interest in common/collective trusts at end of year	2023-12-31	$15,728
Value of interest in common/collective trusts at beginning of year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$2,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$5,641,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$5,641,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$239,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$13,668,661
Net investment gain or loss from common/collective trusts	2023-12-31	$218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$3,053,345
Employer contributions (assets) at end of year	2023-12-31	$3,053,345
Employer contributions (assets) at beginning of year	2023-12-31	$2,776,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,405,686
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2023-12-31	222027092
2022 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$1,535,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-15,185,026
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,955,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,745,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,694,653
Value of total assets at end of year	2022-12-31	$109,300,246
Value of total assets at beginning of year	2022-12-31	$124,905,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$210,939
Total interest from all sources	2022-12-31	$101,844
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,937,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,937,530
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,691,712
Participant contributions at end of year	2022-12-31	$220,681
Participant contributions at beginning of year	2022-12-31	$295,041
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$26,309,746
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$30,063,286
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$226,687
Other income not declared elsewhere	2022-12-31	$-4,232,515
Administrative expenses (other) incurred	2022-12-31	$55,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-17,141,023
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$109,300,246
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$124,905,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$155,194
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$74,352,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$87,349,096
Interest on participant loans	2022-12-31	$12,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$5,641,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$4,758,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$4,758,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$89,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-17,686,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,776,254
Employer contributions (assets) at end of year	2022-12-31	$2,776,254
Employer contributions (assets) at beginning of year	2022-12-31	$2,439,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,745,058
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2022-12-31	222027092
2021 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$22,731,532
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,290,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,223,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,040,630
Value of total assets at end of year	2021-12-31	$124,905,811
Value of total assets at beginning of year	2021-12-31	$104,464,908
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$67,292
Total interest from all sources	2021-12-31	$34,242
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,875,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,875,510
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,455,906
Participant contributions at end of year	2021-12-31	$295,041
Participant contributions at beginning of year	2021-12-31	$322,825
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$30,063,286
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$22,285,351
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$144,790
Administrative expenses (other) incurred	2021-12-31	$67,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$20,440,903
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$124,905,811
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$104,464,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$87,349,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$74,016,590
Interest on participant loans	2021-12-31	$17,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$4,758,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$5,527,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$5,527,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$16,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$15,781,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,439,934
Employer contributions (assets) at end of year	2021-12-31	$2,439,938
Employer contributions (assets) at beginning of year	2021-12-31	$2,312,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,223,337
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2021-12-31	222027092
2020 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$209,639
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$15,945,294
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,892,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,740,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,786,229
Value of total assets at end of year	2020-12-31	$104,464,908
Value of total assets at beginning of year	2020-12-31	$94,202,611
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$151,937
Total interest from all sources	2020-12-31	$40,176
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,234,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,234,676
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,473,786
Participant contributions at end of year	2020-12-31	$322,825
Participant contributions at beginning of year	2020-12-31	$269,211
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$22,285,351
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$20,279,176
Other income not declared elsewhere	2020-12-31	$1,517,878
Administrative expenses (other) incurred	2020-12-31	$55,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$10,052,658
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$104,464,908
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$94,202,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$96,374
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$74,016,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$68,241,264
Interest on participant loans	2020-12-31	$19,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$5,527,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,143,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,143,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$21,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,366,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,312,443
Employer contributions (assets) at end of year	2020-12-31	$2,312,443
Employer contributions (assets) at beginning of year	2020-12-31	$2,269,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,740,699
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2020-12-31	222027092
2019 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$34,424
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$21,406,453
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$6,084,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,034,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,750,035
Value of total assets at end of year	2019-12-31	$94,202,611
Value of total assets at beginning of year	2019-12-31	$78,846,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$50,204
Total interest from all sources	2019-12-31	$159,445
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,163,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,163,611
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,455,818
Participant contributions at end of year	2019-12-31	$269,211
Participant contributions at beginning of year	2019-12-31	$271,061
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$20,279,176
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$20,794,452
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$25,017
Other income not declared elsewhere	2019-12-31	$3,614,362
Administrative expenses (other) incurred	2019-12-31	$50,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$15,321,643
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$94,202,611
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$78,846,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$68,241,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$52,211,253
Interest on participant loans	2019-12-31	$15,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,143,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,227,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,227,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$143,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$11,719,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,269,200
Employer contributions (assets) at end of year	2019-12-31	$2,269,200
Employer contributions (assets) at beginning of year	2019-12-31	$2,342,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,034,606
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2019-12-31	222027092
2018 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$127,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$380,336
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,127,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,905,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,553,635
Value of total assets at end of year	2018-12-31	$78,846,544
Value of total assets at beginning of year	2018-12-31	$80,465,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$221,518
Total interest from all sources	2018-12-31	$73,689
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,452,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,452,361
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,393,958
Participant contributions at end of year	2018-12-31	$271,061
Participant contributions at beginning of year	2018-12-31	$311,320
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$20,794,452
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$21,935,557
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$817,481
Other income not declared elsewhere	2018-12-31	$-1,135,426
Administrative expenses (other) incurred	2018-12-31	$105,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,746,694
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$78,846,544
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$80,465,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$116,494
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$52,211,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$52,771,245
Interest on participant loans	2018-12-31	$16,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,227,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$3,023,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$3,023,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$57,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,563,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,342,196
Employer contributions (assets) at end of year	2018-12-31	$2,342,196
Employer contributions (assets) at beginning of year	2018-12-31	$2,424,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,905,512
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2018-12-31	222027092
2017 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$14,541,034
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,207,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,035,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,841,508
Value of total assets at end of year	2017-12-31	$80,465,692
Value of total assets at beginning of year	2017-12-31	$69,132,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$172,621
Total interest from all sources	2017-12-31	$73,582
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,514,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,514,849
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,354,848
Participant contributions at end of year	2017-12-31	$311,320
Participant contributions at beginning of year	2017-12-31	$261,416
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$21,935,557
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$17,650,962
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$62,111
Other income not declared elsewhere	2017-12-31	$2,593,384
Administrative expenses (other) incurred	2017-12-31	$48,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$11,333,296
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$80,465,692
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$69,132,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$123,838
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$52,771,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$46,005,615
Interest on participant loans	2017-12-31	$14,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$3,023,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,993,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,993,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$58,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,517,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,424,549
Employer contributions (assets) at end of year	2017-12-31	$2,424,549
Employer contributions (assets) at beginning of year	2017-12-31	$2,221,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,035,117
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2017-12-31	222027092
2016 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$178,962
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$10,936,187
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,429,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,297,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,627,931
Value of total assets at end of year	2016-12-31	$69,132,396
Value of total assets at beginning of year	2016-12-31	$61,446,983
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$132,301
Total interest from all sources	2016-12-31	$84,374
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,772,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,772,908
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,330,827
Participant contributions at end of year	2016-12-31	$261,416
Participant contributions at beginning of year	2016-12-31	$246,963
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$17,650,962
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$13,303,453
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,075,800
Other income not declared elsewhere	2016-12-31	$1,106,228
Administrative expenses (other) incurred	2016-12-31	$1,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$7,506,451
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$69,132,396
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$61,446,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$131,071
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$46,005,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$41,429,803
Interest on participant loans	2016-12-31	$12,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,993,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$4,270,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$4,270,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$71,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,344,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,221,304
Employer contributions (assets) at end of year	2016-12-31	$2,221,304
Employer contributions (assets) at beginning of year	2016-12-31	$2,196,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,297,435
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2016-12-31	222027092
2015 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$4,393,445
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$831,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$701,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,982,580
Value of total assets at end of year	2015-12-31	$61,446,983
Value of total assets at beginning of year	2015-12-31	$57,885,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$130,409
Total interest from all sources	2015-12-31	$67,794
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,766,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,766,678
Administrative expenses professional fees incurred	2015-12-31	$15,300
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,267,875
Participant contributions at end of year	2015-12-31	$246,963
Participant contributions at beginning of year	2015-12-31	$205,514
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$23,000
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$13,303,453
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$9,238,458
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,518,493
Other income not declared elsewhere	2015-12-31	$59,102
Administrative expenses (other) incurred	2015-12-31	$1,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,561,455
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$61,446,983
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$57,885,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$11,676
Investment advisory and management fees	2015-12-31	$113,541
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$41,429,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$42,251,877
Interest on participant loans	2015-12-31	$10,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$4,270,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$4,052,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$4,052,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$57,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-3,482,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,196,212
Employer contributions (assets) at end of year	2015-12-31	$2,196,212
Employer contributions (assets) at beginning of year	2015-12-31	$2,102,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$701,581
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2015-12-31	222027092
2014 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$7,038,018
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,754,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,690,870
Value of total corrective distributions	2014-12-31	$724
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,494,439
Value of total assets at end of year	2014-12-31	$57,885,528
Value of total assets at beginning of year	2014-12-31	$52,602,061
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$62,957
Total interest from all sources	2014-12-31	$42,184
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,280,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,280,904
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,193,377
Participant contributions at end of year	2014-12-31	$205,514
Participant contributions at beginning of year	2014-12-31	$173,446
Participant contributions at end of year	2014-12-31	$23,000
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$9,238,458
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$7,245,313
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$199,034
Other income not declared elsewhere	2014-12-31	$382,528
Administrative expenses (other) incurred	2014-12-31	$1,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$5,283,467
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$57,885,528
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$52,602,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$11,676
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$61,517
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$42,251,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$39,086,058
Interest on participant loans	2014-12-31	$8,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$4,052,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$4,076,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$4,076,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$33,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-162,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,102,028
Employer contributions (assets) at end of year	2014-12-31	$2,102,208
Employer contributions (assets) at beginning of year	2014-12-31	$2,020,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,690,870
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2014-12-31	222027092
2013 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$208,027
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$11,308,547
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$986,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$946,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,333,774
Value of total assets at end of year	2013-12-31	$52,602,061
Value of total assets at beginning of year	2013-12-31	$42,072,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$40,539
Total interest from all sources	2013-12-31	$10,624
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,236,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,236,676
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,138,203
Participant contributions at end of year	2013-12-31	$173,446
Participant contributions at beginning of year	2013-12-31	$226,317
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$7,245,313
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$6,229,600
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$174,312
Other income not declared elsewhere	2013-12-31	$651,310
Administrative expenses (other) incurred	2013-12-31	$2,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$10,321,923
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$52,602,061
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$42,072,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$38,259
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$39,086,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$29,309,408
Interest on participant loans	2013-12-31	$9,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$4,076,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$4,297,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$4,297,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$5,076,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,021,259
Employer contributions (assets) at end of year	2013-12-31	$2,020,977
Employer contributions (assets) at beginning of year	2013-12-31	$2,009,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$946,085
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2013-12-31	222027092
2012 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$7,114,072
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$677,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$665,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,150,826
Value of total assets at end of year	2012-12-31	$42,072,111
Value of total assets at beginning of year	2012-12-31	$35,635,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$12,226
Total interest from all sources	2012-12-31	$12,358
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,125,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,125,343
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,139,663
Participant contributions at end of year	2012-12-31	$226,317
Participant contributions at beginning of year	2012-12-31	$227,385
Participant contributions at beginning of year	2012-12-31	$716,233
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$6,229,600
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$5,279,676
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$10,323
Other income not declared elsewhere	2012-12-31	$453,618
Administrative expenses (other) incurred	2012-12-31	$2,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$6,436,384
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$42,072,111
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$35,635,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$9,676
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$29,309,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$23,577,983
Interest on participant loans	2012-12-31	$11,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$4,297,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,939,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,939,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,371,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,009,674
Employer contributions (assets) at end of year	2012-12-31	$2,009,674
Employer contributions (assets) at beginning of year	2012-12-31	$1,885,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$665,462
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2012-12-31	222027092
2011 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$451,285
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$4,605,759
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,207,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,199,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,150,109
Value of total assets at end of year	2011-12-31	$35,635,727
Value of total assets at beginning of year	2011-12-31	$32,786,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,136
Total interest from all sources	2011-12-31	$10,232
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$546,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$546,153
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,013,109
Participant contributions at end of year	2011-12-31	$227,385
Participant contributions at beginning of year	2011-12-31	$174,315
Participant contributions at end of year	2011-12-31	$716,233
Participant contributions at beginning of year	2011-12-31	$733,047
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$5,279,676
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$2,975,011
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,257,688
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$10,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$11,329
Other income not declared elsewhere	2011-12-31	$-45,321
Administrative expenses (other) incurred	2011-12-31	$2,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,398,040
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$35,635,727
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$32,786,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$5,346
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$23,577,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$23,323,257
Interest on participant loans	2011-12-31	$9,848
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,939,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$3,721,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$3,721,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,055,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,879,312
Employer contributions (assets) at end of year	2011-12-31	$1,885,083
Employer contributions (assets) at beginning of year	2011-12-31	$1,847,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,199,583
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2011-12-31	222027092
2010 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$5,987,026
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$361,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$353,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,959,234
Value of total assets at end of year	2010-12-31	$32,786,402
Value of total assets at beginning of year	2010-12-31	$27,161,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,937
Total interest from all sources	2010-12-31	$12,997
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$399,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$399,642
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,028,344
Participant contributions at end of year	2010-12-31	$174,315
Participant contributions at beginning of year	2010-12-31	$186,746
Participant contributions at end of year	2010-12-31	$733,047
Participant contributions at beginning of year	2010-12-31	$705,700
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$2,975,011
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$2,445,382
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$98,044
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$11,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$10,529
Other income not declared elsewhere	2010-12-31	$264,081
Administrative expenses (other) incurred	2010-12-31	$2,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,625,107
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$32,786,402
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$27,161,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$8,189
Investment advisory and management fees	2010-12-31	$5,827
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$23,323,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$18,095,907
Interest on participant loans	2010-12-31	$12,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$3,721,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,853,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,853,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$433
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,351,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,832,846
Employer contributions (assets) at end of year	2010-12-31	$1,847,492
Employer contributions (assets) at beginning of year	2010-12-31	$1,855,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$353,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	NASBERG CPA PLLC
Accountancy firm EIN	2010-12-31	200447097
2009 : DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN

2023: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT 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 & GILBERT LLP PROFIT SHARING RETIREMENT 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 & GILBERT LLP PROFIT SHARING RETIREMENT 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
2012: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVIS & GILBERT LLP PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVIS+GILBERT, LLP
Employer identification number (EIN):	131504385
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1998-03-10
Company Identification Number:	2236773
Legal Registered Office Address:	ATTN: MANAGEMENT COMMITTEE 1675 Broadway NEW YORK United States of America (USA) 10019