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DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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 & DAVIS DENTISTRY has sponsored the creation of one or more 401k plans.

Company Name:DAVIS & DAVIS DENTISTRY
Employer identification number (EIN):320048507
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DON DAVIS
0012017-01-01DON DAVIS
0012016-01-01DON DAVIS
0012015-01-01
0012014-01-01
0012013-01-01JIM STONE2014-06-02
0012012-01-01JIM STONE ERPA 000007752013-07-24 JIM STONE ERPA 000007752013-07-24
0012011-01-01JIM STONE2012-06-14
0012010-01-01EMILY STRUNK2011-07-07

Plan Statistics for DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0113
Number of participants with account balances2020-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0115
Number of participants with account balances2019-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0115
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0115
Number of participants with account balances2018-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113
Number of participants with account balances2017-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0112
Number of participants with account balances2016-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$82,145
Expenses. Total of all expenses incurred2021-12-31$1,339,387
Benefits paid (including direct rollovers)2021-12-31$1,339,387
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$1,257,242
Value of fidelity bond covering the plan2021-12-31$60,000
Other income received2021-12-31$82,145
Net income (gross income less expenses)2021-12-31$-1,257,242
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,257,242
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$163,214
Expenses. Total of all expenses incurred2020-12-31$64,562
Benefits paid (including direct rollovers)2020-12-31$64,562
Total plan assets at end of year2020-12-31$1,257,242
Total plan assets at beginning of year2020-12-31$1,158,590
Value of fidelity bond covering the plan2020-12-31$60,000
Total contributions received or receivable from participants2020-12-31$11,732
Other income received2020-12-31$142,972
Net income (gross income less expenses)2020-12-31$98,652
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,257,242
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,158,590
Total contributions received or receivable from employer(s)2020-12-31$8,510
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$137,155
Expenses. Total of all expenses incurred2019-12-31$38,500
Benefits paid (including direct rollovers)2019-12-31$38,500
Total plan assets at end of year2019-12-31$1,158,590
Total plan assets at beginning of year2019-12-31$1,059,935
Value of fidelity bond covering the plan2019-12-31$135,000
Total contributions received or receivable from participants2019-12-31$12,392
Other income received2019-12-31$111,611
Net income (gross income less expenses)2019-12-31$98,655
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,158,590
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,059,935
Total contributions received or receivable from employer(s)2019-12-31$13,152
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-15,537
Expenses. Total of all expenses incurred2018-12-31$264,284
Benefits paid (including direct rollovers)2018-12-31$264,284
Total plan assets at end of year2018-12-31$1,059,935
Total plan assets at beginning of year2018-12-31$1,339,756
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$15,387
Other income received2018-12-31$-43,608
Net income (gross income less expenses)2018-12-31$-279,821
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,059,935
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,339,756
Total contributions received or receivable from employer(s)2018-12-31$12,684
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total income from all sources2017-12-31$200,937
Expenses. Total of all expenses incurred2017-12-31$14,318
Benefits paid (including direct rollovers)2017-12-31$14,318
Total plan assets at end of year2017-12-31$1,339,756
Total plan assets at beginning of year2017-12-31$1,153,137
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$34,292
Other income received2017-12-31$155,993
Net income (gross income less expenses)2017-12-31$186,619
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,339,756
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,153,137
Total contributions received or receivable from employer(s)2017-12-31$10,652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$112,899
Expenses. Total of all expenses incurred2016-12-31$4,830
Benefits paid (including direct rollovers)2016-12-31$4,142
Total plan assets at end of year2016-12-31$1,153,137
Total plan assets at beginning of year2016-12-31$1,045,068
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$32,350
Other income received2016-12-31$66,542
Net income (gross income less expenses)2016-12-31$108,069
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,153,137
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,045,068
Total contributions received or receivable from employer(s)2016-12-31$14,007
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$688
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN

2021: DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVIS & DAVIS DENTISTRY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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