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| Plan Name | DAVIS & ASSOCIATES, INC. 401(K) PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DAVIS & ASSOCIATES, INCORPORATED |
| Employer identification number (EIN): | 410975255 |
| NAIC Classification: | 423600 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | BETH PHELPS | 2024-07-24 | ||
| 003 | 2022-01-01 | BETH PHELPS | 2023-10-13 | ||
| 003 | 2021-01-01 | BETH PHELPS | 2022-06-16 | BETH PHELPS | 2022-06-16 |
| 003 | 2020-01-01 | SHAWN E MEYER | 2021-10-11 | SHAWN E MEYER | 2021-10-11 |
| 003 | 2019-01-01 | JAMES DAVIS | 2020-05-19 | JAMES DAVIS | 2020-05-19 |
| 003 | 2018-01-01 | JAMES DAVIS | 2019-04-02 | JAMES DAVIS | 2019-04-02 |
| 003 | 2017-10-01 | JAMES DAVIS | 2018-10-09 | JAMES DAVIS | 2018-10-09 |
| 003 | 2016-10-01 | JAMES DAVIS | 2018-07-16 | JAMES DAVIS | 2018-07-16 |
| 003 | 2015-10-01 | JASON DAVIS | 2017-07-10 | JASON DAVIS | 2017-07-10 |
| 003 | 2014-10-01 | JASON DAVIS | 2016-06-28 | JASON DAVIS | 2016-06-28 |
| 003 | 2013-10-01 | JASON DAVIS | 2015-01-12 | JASON DAVIS | 2015-01-12 |
| 003 | 2012-10-01 | JASON DAVIS | 2014-04-22 | JASON DAVIS | 2014-04-22 |
| 003 | 2011-10-01 | JASON DAVIS | 2013-01-10 | JASON DAVIS | 2013-01-10 |
| 003 | 2010-10-01 | JASON DAVIS | 2012-03-09 | JASON DAVIS | 2012-03-09 |
| 003 | 2009-10-01 | JASON DAVIS |
| Measure | Date | Value |
|---|---|---|
| 2009: DAVIS & ASSOCIATES, INC. 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-10-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 22 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 10 |
| Total of all active and inactive participants | 2009-10-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 32 |
| Number of participants with account balances | 2009-10-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : DAVIS & ASSOCIATES, INC. 401(K) PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
| 2009: DAVIS & ASSOCIATES, INC. 401(K) PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
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