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RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameRUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST
Plan identification number 001

RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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, RUSSELL L., ATTORNEY AT LAW has sponsored the creation of one or more 401k plans.

Company Name:DAVIS, RUSSELL L., ATTORNEY AT LAW
Employer identification number (EIN):330319868
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RUSSELL L. DAVIS
0012016-01-01RUSSELL L. DAVIS
0012015-01-01RUSSELL L. DAVIS
0012014-01-01RUSSELL L. DAVIS
0012013-01-01RUSSELL L. DAVIS
0012012-01-01RUSSELL DAVIS
0012011-01-01RUSSELL DAVIS
0012010-01-01RUSSELL DAVIS
0012009-01-01RUSSELL DAVIS

Plan Statistics for RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018 : RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$-18
Expenses. Total of all expenses incurred2018-12-31$1,272
Benefits paid (including direct rollovers)2018-12-31$1,272
Total plan assets at end of year2018-12-31$32,157
Total plan assets at beginning of year2018-12-31$33,447
Other income received2018-12-31$-18
Net income (gross income less expenses)2018-12-31$-1,290
Net plan assets at end of year (total assets less liabilities)2018-12-31$32,157
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$33,447
Assets. Value of real-estate (other than employer real property)2018-12-31$15,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$3,900
Expenses. Total of all expenses incurred2017-12-31$2,000
Benefits paid (including direct rollovers)2017-12-31$2,000
Total plan assets at end of year2017-12-31$33,447
Total plan assets at beginning of year2017-12-31$31,547
Other income received2017-12-31$-100
Net income (gross income less expenses)2017-12-31$1,900
Net plan assets at end of year (total assets less liabilities)2017-12-31$33,447
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$31,547
Assets. Value of real-estate (other than employer real property)2017-12-31$15,750
Total contributions received or receivable from employer(s)2017-12-31$4,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$-86,419
Expenses. Total of all expenses incurred2016-12-31$5,000
Benefits paid (including direct rollovers)2016-12-31$5,000
Total plan assets at end of year2016-12-31$31,547
Total plan assets at beginning of year2016-12-31$122,966
Other income received2016-12-31$-91,419
Net income (gross income less expenses)2016-12-31$-91,419
Net plan assets at end of year (total assets less liabilities)2016-12-31$31,547
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$122,966
Assets. Value of assets in partnership/joint-venture interests2016-12-31$12,764
Total contributions received or receivable from employer(s)2016-12-31$5,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$4,925
Expenses. Total of all expenses incurred2015-12-31$5,000
Benefits paid (including direct rollovers)2015-12-31$5,000
Total plan assets at end of year2015-12-31$122,966
Total plan assets at beginning of year2015-12-31$123,041
Other income received2015-12-31$-75
Net income (gross income less expenses)2015-12-31$-75
Net plan assets at end of year (total assets less liabilities)2015-12-31$122,966
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$123,041
Assets. Value of assets in partnership/joint-venture interests2015-12-31$50,111
Assets. Value of real-estate (other than employer real property)2015-12-31$69,850
Total contributions received or receivable from employer(s)2015-12-31$5,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-50
Expenses. Total of all expenses incurred2014-12-31$5,000
Benefits paid (including direct rollovers)2014-12-31$5,000
Total plan assets at end of year2014-12-31$123,041
Total plan assets at beginning of year2014-12-31$128,091
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-50
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-5,050
Net plan assets at end of year (total assets less liabilities)2014-12-31$123,041
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$128,091
Assets. Value of assets in partnership/joint-venture interests2014-12-31$50,111
Assets. Value of real-estate (other than employer real property)2014-12-31$69,850
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$6,500
Expenses. Total of all expenses incurred2013-12-31$6,194
Benefits paid (including direct rollovers)2013-12-31$4,800
Total plan assets at end of year2013-12-31$128,091
Total plan assets at beginning of year2013-12-31$127,785
Net income (gross income less expenses)2013-12-31$306
Net plan assets at end of year (total assets less liabilities)2013-12-31$128,091
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$127,785
Assets. Value of assets in partnership/joint-venture interests2013-12-31$50,111
Assets. Value of real-estate (other than employer real property)2013-12-31$69,850
Total contributions received or receivable from employer(s)2013-12-31$6,500
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,394
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$2
Expenses. Total of all expenses incurred2012-12-31$11,327
Benefits paid (including direct rollovers)2012-12-31$10,000
Total plan assets at end of year2012-12-31$127,785
Total plan assets at beginning of year2012-12-31$139,110
Other income received2012-12-31$2
Net income (gross income less expenses)2012-12-31$-11,325
Net plan assets at end of year (total assets less liabilities)2012-12-31$127,785
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$139,110
Assets. Value of assets in partnership/joint-venture interests2012-12-31$50,111
Assets. Value of real-estate (other than employer real property)2012-12-31$69,850
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,327
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-1,280
Expenses. Total of all expenses incurred2011-12-31$15,000
Benefits paid (including direct rollovers)2011-12-31$15,000
Total plan assets at end of year2011-12-31$139,110
Total plan assets at beginning of year2011-12-31$155,390
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-1,280
Net income (gross income less expenses)2011-12-31$-16,280
Net plan assets at end of year (total assets less liabilities)2011-12-31$139,110
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$155,390
Assets. Value of assets in partnership/joint-venture interests2011-12-31$50,111
Assets. Value of real-estate (other than employer real property)2011-12-31$69,850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$54,927
Expenses. Total of all expenses incurred2010-12-31$20,050
Benefits paid (including direct rollovers)2010-12-31$20,000
Total plan assets at end of year2010-12-31$155,390
Total plan assets at beginning of year2010-12-31$120,513
Expenses. Other expenses not covered elsewhere2010-12-31$50
Other income received2010-12-31$-73
Net income (gross income less expenses)2010-12-31$34,877
Net plan assets at end of year (total assets less liabilities)2010-12-31$155,390
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$120,513
Assets. Value of real-estate (other than employer real property)2010-12-31$69,850
Total contributions received or receivable from employer(s)2010-12-31$55,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST

2018: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 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: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 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: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 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
2015: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RUSSELL L. DAVIS ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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