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PETER M. DAVIS RETIREMENT PLAN 401k Plan overview

Plan NamePETER M. DAVIS RETIREMENT PLAN
Plan identification number 001

PETER M. DAVIS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

ESTATE OF PETER M. DAVIS has sponsored the creation of one or more 401k plans.

Company Name:ESTATE OF PETER M. DAVIS
Employer identification number (EIN):363776994
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER M. DAVIS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01ANNE DAVIS
0012011-01-01ANNE DAVIS
0012010-01-01ANNE DAVIS
0012009-01-01ANNE DAVIS
0012008-01-01ANNE DAVIS
0012007-01-01ANNE DAVIS
0012006-01-01ANNE DAVIS
0012005-01-01ANNE DAVIS
0012004-01-01ANNE DAVIS
0012003-01-01ANNE DAVIS

Plan Statistics for PETER M. DAVIS RETIREMENT PLAN

401k plan membership statisitcs for PETER M. DAVIS RETIREMENT PLAN

Measure Date Value
2012: PETER M. DAVIS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PETER M. DAVIS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-010
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 participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PETER M. DAVIS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PETER M. DAVIS RETIREMENT PLAN 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
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
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
2008: PETER M. DAVIS RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-012
Total number of active participants reported on line 7a of the Form 55002008-01-012
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-012
Number of participants with account balances2008-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: PETER M. DAVIS RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-012
Total number of active participants reported on line 7a of the Form 55002007-01-012
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-012
Number of participants with account balances2007-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: PETER M. DAVIS RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-012
Total number of active participants reported on line 7a of the Form 55002006-01-012
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-012
Number of participants with account balances2006-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: PETER M. DAVIS RETIREMENT PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-012
Total number of active participants reported on line 7a of the Form 55002005-01-012
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-012
Number of participants with account balances2005-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2004: PETER M. DAVIS RETIREMENT PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-012
Total number of active participants reported on line 7a of the Form 55002004-01-012
Total of all active and inactive participants2004-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-012
Number of participants with account balances2004-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-010
2003: PETER M. DAVIS RETIREMENT PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-012
Total number of active participants reported on line 7a of the Form 55002003-01-012
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-010
Total of all active and inactive participants2003-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-012
Number of participants with account balances2003-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-010

Financial Data on PETER M. DAVIS RETIREMENT PLAN

Measure Date Value
2012 : PETER M. DAVIS RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-05-31$367
Expenses. Total of all expenses incurred2012-05-31$25,388
Benefits paid (including direct rollovers)2012-05-31$25,388
Total plan assets at end of year2012-05-31$0
Total plan assets at beginning of year2012-05-31$25,021
Other income received2012-05-31$367
Net income (gross income less expenses)2012-05-31$-25,021
Net plan assets at end of year (total assets less liabilities)2012-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$25,021
Funding deficiency by the employer to the plan for this plan year2012-05-31$0
Minimum employer required contribution for this plan year2012-05-31$0
Amount contributed by the employer to the plan for this plan year2012-05-31$0
2011 : PETER M. DAVIS RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-90,606
Expenses. Total of all expenses incurred2011-12-31$1,436,336
Benefits paid (including direct rollovers)2011-12-31$1,432,257
Total plan assets at end of year2011-12-31$25,021
Total plan assets at beginning of year2011-12-31$1,551,963
Other income received2011-12-31$-106,520
Net income (gross income less expenses)2011-12-31$-1,526,942
Net plan assets at end of year (total assets less liabilities)2011-12-31$25,021
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,551,963
Assets. Value of assets in partnership/joint-venture interests2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$15,914
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,079
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$15,914
Amount contributed by the employer to the plan for this plan year2011-12-31$15,914
2010 : PETER M. DAVIS RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$152,022
Expenses. Total of all expenses incurred2010-12-31$33,137
Total plan assets at end of year2010-12-31$1,551,963
Total plan assets at beginning of year2010-12-31$1,433,078
Other income received2010-12-31$146,937
Net income (gross income less expenses)2010-12-31$118,885
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,551,963
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,433,078
Assets. Value of assets in partnership/joint-venture interests2010-12-31$226,997
Total contributions received or receivable from employer(s)2010-12-31$5,085
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$33,137
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$5,085
Amount contributed by the employer to the plan for this plan year2010-12-31$5,085
2009 : PETER M. DAVIS RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,250
Amount contributed by the employer to the plan for this plan year2009-12-31$1,250
2008 : PETER M. DAVIS RETIREMENT PLAN 2008 401k financial data
Total income from all sources2008-12-31$-248,256
Expenses. Total of all expenses incurred2008-12-31$30,678
Total plan assets at end of year2008-12-31$1,311,391
Total plan assets at beginning of year2008-12-31$1,590,325
Other income received2008-12-31$-249,766
Net income (gross income less expenses)2008-12-31$-278,934
Net plan assets at end of year (total assets less liabilities)2008-12-31$1,311,391
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,590,325
Assets. Value of assets in partnership/joint-venture interests2008-12-31$246,765
Total contributions received or receivable from employer(s)2008-12-31$1,510
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$30,678
2007 : PETER M. DAVIS RETIREMENT PLAN 2007 401k financial data
Total income from all sources2007-12-31$152,468
Expenses. Total of all expenses incurred2007-12-31$30,191
Total plan assets at end of year2007-12-31$1,590,325
Total plan assets at beginning of year2007-12-31$1,468,048
Other income received2007-12-31$146,451
Net income (gross income less expenses)2007-12-31$122,277
Net plan assets at end of year (total assets less liabilities)2007-12-31$1,590,325
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$1,468,048
Assets. Value of assets in partnership/joint-venture interests2007-12-31$201,149
Total contributions received or receivable from employer(s)2007-12-31$6,017
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$30,191
2006 : PETER M. DAVIS RETIREMENT PLAN 2006 401k financial data
Total income from all sources2006-12-31$268,908
Expenses. Total of all expenses incurred2006-12-31$69,122
Total plan assets at end of year2006-12-31$1,468,048
Total plan assets at beginning of year2006-12-31$1,268,262
Expenses. Other expenses not covered elsewhere2006-12-31$47,594
Other income received2006-12-31$261,000
Net income (gross income less expenses)2006-12-31$199,786
Net plan assets at end of year (total assets less liabilities)2006-12-31$1,468,048
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$1,268,262
Assets. Value of assets in partnership/joint-venture interests2006-12-31$208,046
Total contributions received or receivable from employer(s)2006-12-31$7,908
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$21,528
2005 : PETER M. DAVIS RETIREMENT PLAN 2005 401k financial data
Total income from all sources2005-12-31$116,096
Expenses. Total of all expenses incurred2005-12-31$200
Total plan assets at end of year2005-12-31$1,268,262
Total plan assets at beginning of year2005-12-31$1,152,366
Other income received2005-12-31$108,103
Net income (gross income less expenses)2005-12-31$115,896
Net plan assets at end of year (total assets less liabilities)2005-12-31$1,268,262
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$1,152,366
Total contributions received or receivable from employer(s)2005-12-31$7,993
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$200
2004 : PETER M. DAVIS RETIREMENT PLAN 2004 401k financial data
Total income from all sources2004-12-31$204,148
Expenses. Total of all expenses incurred2004-12-31$-60
Benefits paid (including direct rollovers)2004-12-31$-60
Total plan assets at end of year2004-12-31$1,152,366
Total plan assets at beginning of year2004-12-31$948,158
Other income received2004-12-31$197,284
Net income (gross income less expenses)2004-12-31$204,208
Net plan assets at end of year (total assets less liabilities)2004-12-31$1,152,366
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$948,158
Total contributions received or receivable from employer(s)2004-12-31$6,864
2003 : PETER M. DAVIS RETIREMENT PLAN 2003 401k financial data
Total income from all sources2003-12-31$206,164
Expenses. Total of all expenses incurred2003-12-31$6,767
Total plan assets at end of year2003-12-31$948,158
Total plan assets at beginning of year2003-12-31$748,761
Other income received2003-12-31$190,703
Net income (gross income less expenses)2003-12-31$199,397
Net plan assets at end of year (total assets less liabilities)2003-12-31$948,158
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$748,761
Total contributions received or receivable from employer(s)2003-12-31$15,461
Expenses. Administrative service providers (salaries,fees and commissions)2003-12-31$6,767

Form 5500 Responses for PETER M. DAVIS RETIREMENT PLAN

2012: PETER M. DAVIS RETIREMENT PLAN 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 filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PETER M. DAVIS RETIREMENT PLAN 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: PETER M. DAVIS RETIREMENT PLAN 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: PETER M. DAVIS RETIREMENT PLAN 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
2008: PETER M. DAVIS RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: PETER M. DAVIS RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: PETER M. DAVIS RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: PETER M. DAVIS RETIREMENT PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: PETER M. DAVIS RETIREMENT PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: PETER M. DAVIS RETIREMENT PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes

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