ESTATE OF PETER M. DAVIS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PETER M. DAVIS RETIREMENT PLAN
401k plan membership statisitcs for PETER M. DAVIS RETIREMENT PLAN
Measure | Date | Value |
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2012: PETER M. DAVIS RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PETER M. DAVIS RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PETER M. DAVIS RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 2 |
Number of participants with account balances | 2010-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: PETER M. DAVIS RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2008: PETER M. DAVIS RETIREMENT PLAN 2008 401k membership |
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Total participants, beginning-of-year | 2008-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
Total of all active and inactive participants | 2008-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 2 |
Number of participants with account balances | 2008-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
2007: PETER M. DAVIS RETIREMENT PLAN 2007 401k membership |
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Total participants, beginning-of-year | 2007-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
Total of all active and inactive participants | 2007-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
Total participants | 2007-01-01 | 2 |
Number of participants with account balances | 2007-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
2006: PETER M. DAVIS RETIREMENT PLAN 2006 401k membership |
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Total participants, beginning-of-year | 2006-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 0 |
Total of all active and inactive participants | 2006-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
Total participants | 2006-01-01 | 2 |
Number of participants with account balances | 2006-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 0 |
2005: PETER M. DAVIS RETIREMENT PLAN 2005 401k membership |
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Total participants, beginning-of-year | 2005-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2005-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2005-01-01 | 0 |
Total of all active and inactive participants | 2005-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-01-01 | 0 |
Total participants | 2005-01-01 | 2 |
Number of participants with account balances | 2005-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2005-01-01 | 0 |
2004: PETER M. DAVIS RETIREMENT PLAN 2004 401k membership |
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Total participants, beginning-of-year | 2004-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 2 |
Total of all active and inactive participants | 2004-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2004-01-01 | 0 |
Total participants | 2004-01-01 | 2 |
Number of participants with account balances | 2004-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2004-01-01 | 0 |
2003: PETER M. DAVIS RETIREMENT PLAN 2003 401k membership |
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Total participants, beginning-of-year | 2003-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2003-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2003-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2003-01-01 | 0 |
Total of all active and inactive participants | 2003-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2003-01-01 | 0 |
Total participants | 2003-01-01 | 2 |
Number of participants with account balances | 2003-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2003-01-01 | 0 |
Measure | Date | Value |
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2012 : PETER M. DAVIS RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-05-31 | $367 |
Expenses. Total of all expenses incurred | 2012-05-31 | $25,388 |
Benefits paid (including direct rollovers) | 2012-05-31 | $25,388 |
Total plan assets at end of year | 2012-05-31 | $0 |
Total plan assets at beginning of year | 2012-05-31 | $25,021 |
Other income received | 2012-05-31 | $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 year | 2012-05-31 | $0 |
Minimum employer required contribution for this plan year | 2012-05-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-05-31 | $0 |
2011 : PETER M. DAVIS RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-90,606 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,436,336 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,432,257 |
Total plan assets at end of year | 2011-12-31 | $25,021 |
Total plan assets at beginning of year | 2011-12-31 | $1,551,963 |
Other income received | 2011-12-31 | $-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 interests | 2011-12-31 | $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 year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $15,914 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $15,914 |
2010 : PETER M. DAVIS RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $152,022 |
Expenses. Total of all expenses incurred | 2010-12-31 | $33,137 |
Total plan assets at end of year | 2010-12-31 | $1,551,963 |
Total plan assets at beginning of year | 2010-12-31 | $1,433,078 |
Other income received | 2010-12-31 | $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 interests | 2010-12-31 | $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 year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $5,085 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $5,085 |
2009 : PETER M. DAVIS RETIREMENT PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $1,250 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $1,250 |
2008 : PETER M. DAVIS RETIREMENT PLAN 2008 401k financial data |
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Total income from all sources | 2008-12-31 | $-248,256 |
Expenses. Total of all expenses incurred | 2008-12-31 | $30,678 |
Total plan assets at end of year | 2008-12-31 | $1,311,391 |
Total plan assets at beginning of year | 2008-12-31 | $1,590,325 |
Other income received | 2008-12-31 | $-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 interests | 2008-12-31 | $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 |
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Total income from all sources | 2007-12-31 | $152,468 |
Expenses. Total of all expenses incurred | 2007-12-31 | $30,191 |
Total plan assets at end of year | 2007-12-31 | $1,590,325 |
Total plan assets at beginning of year | 2007-12-31 | $1,468,048 |
Other income received | 2007-12-31 | $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 interests | 2007-12-31 | $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 |
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Total income from all sources | 2006-12-31 | $268,908 |
Expenses. Total of all expenses incurred | 2006-12-31 | $69,122 |
Total plan assets at end of year | 2006-12-31 | $1,468,048 |
Total plan assets at beginning of year | 2006-12-31 | $1,268,262 |
Expenses. Other expenses not covered elsewhere | 2006-12-31 | $47,594 |
Other income received | 2006-12-31 | $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 interests | 2006-12-31 | $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 |
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Total income from all sources | 2005-12-31 | $116,096 |
Expenses. Total of all expenses incurred | 2005-12-31 | $200 |
Total plan assets at end of year | 2005-12-31 | $1,268,262 |
Total plan assets at beginning of year | 2005-12-31 | $1,152,366 |
Other income received | 2005-12-31 | $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 |
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Total income from all sources | 2004-12-31 | $204,148 |
Expenses. Total of all expenses incurred | 2004-12-31 | $-60 |
Benefits paid (including direct rollovers) | 2004-12-31 | $-60 |
Total plan assets at end of year | 2004-12-31 | $1,152,366 |
Total plan assets at beginning of year | 2004-12-31 | $948,158 |
Other income received | 2004-12-31 | $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 |
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Total income from all sources | 2003-12-31 | $206,164 |
Expenses. Total of all expenses incurred | 2003-12-31 | $6,767 |
Total plan assets at end of year | 2003-12-31 | $948,158 |
Total plan assets at beginning of year | 2003-12-31 | $748,761 |
Other income received | 2003-12-31 | $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 |
2012: PETER M. DAVIS RETIREMENT PLAN 2012 form 5500 responses |
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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 | Yes |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: PETER M. DAVIS RETIREMENT PLAN 2011 form 5500 responses |
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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 |
2010: PETER M. DAVIS RETIREMENT PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PETER M. DAVIS RETIREMENT PLAN 2009 form 5500 responses |
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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 |
2008: PETER M. DAVIS RETIREMENT PLAN 2008 form 5500 responses |
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2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
2007: PETER M. DAVIS RETIREMENT PLAN 2007 form 5500 responses |
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2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2007-01-01 | Plan benefit arrangement - Trust | Yes |
2006: PETER M. DAVIS RETIREMENT PLAN 2006 form 5500 responses |
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2006-01-01 | Type of plan entity | Single employer plan |
2006-01-01 | Submission has been amended | No |
2006-01-01 | This submission is the final filing | No |
2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-01-01 | Plan is a collectively bargained plan | No |
2006-01-01 | Plan funding arrangement – Trust | Yes |
2006-01-01 | Plan benefit arrangement - Trust | Yes |
2005: PETER M. DAVIS RETIREMENT PLAN 2005 form 5500 responses |
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2005-01-01 | Type of plan entity | Single employer plan |
2005-01-01 | Submission has been amended | No |
2005-01-01 | This submission is the final filing | No |
2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-01-01 | Plan is a collectively bargained plan | No |
2005-01-01 | Plan funding arrangement – Trust | Yes |
2005-01-01 | Plan benefit arrangement - Trust | Yes |
2004: PETER M. DAVIS RETIREMENT PLAN 2004 form 5500 responses |
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2004-01-01 | Type of plan entity | Single employer plan |
2004-01-01 | Submission has been amended | No |
2004-01-01 | This submission is the final filing | No |
2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2004-01-01 | Plan is a collectively bargained plan | No |
2004-01-01 | Plan funding arrangement – Trust | Yes |
2004-01-01 | Plan benefit arrangement - Trust | Yes |
2003: PETER M. DAVIS RETIREMENT PLAN 2003 form 5500 responses |
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2003-01-01 | Type of plan entity | Single employer plan |
2003-01-01 | Submission has been amended | No |
2003-01-01 | This submission is the final filing | No |
2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2003-01-01 | Plan is a collectively bargained plan | No |
2003-01-01 | Plan funding arrangement – Trust | Yes |
2003-01-01 | Plan benefit arrangement - Trust | Yes |