DAVIS & WALLMAN FINANCIAL CBIN BENEFIT PLAN 401k Plan overview

DAVIS & WALLMAN FINANCIAL CBIN BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVIS & WALLMAN FINANCIAL
Employer identification number (EIN):	453482500
NAIC Classification:	523900

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2022-10-01	JENNIFER ELKIN	2024-04-30
501	2021-10-01	JENNIFER ELKIN	2023-04-27
501	2021-01-01	JENNIFER ELKIN	2022-04-28

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• DAVIS & ASSOCIATES, P.C. 401(K) P/S PLAN [EIN = 161645505]
• DAVIS & CANNON, LLP 401(K) PROFIT SHARING PLAN [EIN = 830212048]
• DAVIS & CERIANI, P.C. EMPLOYEES' 401(K) PLAN AND TRUST [EIN = 840754626]
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• DAVIS & YOUNG 401(K) PLAN AND TRUST [EIN = 341235523]
• DAVIS & WHALEN PC 401K PLAN [EIN = 461514376]
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• DAVIS & HOSFIELD CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 320077155]
• DAVIS & DAVIS CASH BALANCE PLAN [EIN = 383567272]
• DAVIS & COMPANY 401 K PROFIT SHARING PLAN [EIN = 541009878]
• DAVIS & FERBER, LLP EMPLOYEES' 401(K) AND PROFIT SHARING PLAN [EIN = 275216241]
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• DAVIS & WARSHOW, INC. WELFARE PLAN [EIN = 135023480]
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• DAVIS & REESE, PC PROFIT SHARING PLAN AND TRUST [EIN = 832982237]
• DAVIS & ASSOCIATES COMMUNICATI 401(K) PROFIT SHARING PLAN & TRUST [EIN = 454659588]
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• DAVIS & ASSOCIATES INC. 401(K) PLAN [EIN = 223890435]
• DAVIS & ASSOCIATES 401(K) PLAN [EIN = 263876245]
• DAVIS & MAIN 401(K) PLAN [EIN = 843771572]
• DAVIS & FLOYD, INC. LIFE AND DISABILITY PLAN [EIN = 570346458]

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