401k Plan data: THE DAVIDSON COMPANIES, INC. DEFINED BENEFIT PLAN plan

THE DAVIDSON COMPANIES, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	THE DAVIDSON COMPANIES, INC. DEFINED BENEFIT PLAN
Plan identification number	001

THE DAVIDSON COMPANIES, INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

THE DAVIDSON COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE DAVIDSON COMPANIES, INC.

Employer identification number (EIN): 411917510

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DAVIDSON COMPANIES, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ROBIN C. DAVIDSON 2013-10-10 ROBIN C. DAVIDSON 2013-10-10
001 2011-01-01 ROBIN C. DAVIDSON 2012-10-15 ROBIN C. DAVIDSON 2012-10-15
001 2010-01-01 ROBIN C. DAVIDSON 2011-07-15 ROBIN C. DAVIDSON 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ROBIN C. DAVIDSON	2013-10-10	ROBIN C. DAVIDSON	2013-10-10
001	2011-01-01	ROBIN C. DAVIDSON	2012-10-15	ROBIN C. DAVIDSON	2012-10-15
001	2010-01-01	ROBIN C. DAVIDSON	2011-07-15	ROBIN C. DAVIDSON	2011-07-15

Plan Statistics for THE DAVIDSON COMPANIES, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for THE DAVIDSON COMPANIES, INC. DEFINED BENEFIT PLAN

Measure Date Value
2017: THE DAVIDSON COMPANIES, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,703,530
Acturial value of plan assets 2017-12-31 2,703,530
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,879,238
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 1,951,083
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 1,951,083
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 84,463
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 84,463
Present value of excess contributions 2017-12-31 357,084
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 376,081
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 89,902
Total employer contributions 2017-12-31 200,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 188,008
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 236,076
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 188,008
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0

Measure	Date	Value
2017: THE DAVIDSON COMPANIES, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,703,530
Acturial value of plan assets	2017-12-31	2,703,530
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,879,238
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	1,951,083
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	1,951,083
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	84,463
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	84,463
Present value of excess contributions	2017-12-31	357,084
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	376,081
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	89,902
Total employer contributions	2017-12-31	200,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	188,008
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	236,076
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	188,008
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

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Company Name:	THE DAVIDSON COMPANIES, INC.
Employer identification number (EIN):	411917510
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers