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DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameDAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN
Plan identification number 002

DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

DAVIS & WARSHOW TRANSITION COMPANY INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVIS & WARSHOW TRANSITION COMPANY INC.
Employer identification number (EIN):460962184
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about DAVIS & WARSHOW TRANSITION COMPANY INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2012-08-06
Company Identification Number: 4279690
Legal Registered Office Address: 282 PORTO VECCHIO WAY
QUEENS
PALM BEACH GARDENS
United States of America (USA)
33418

More information about DAVIS & WARSHOW TRANSITION COMPANY INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01JOEL SANDBERG JOEL SANDBERG2015-08-14
0022013-01-01JOEL SANDBERG JOEL SANDBERG2014-10-15
0022012-01-01JOEL SANDBERG JOEL SANDBERG2014-06-04

Plan Statistics for DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2014: DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01126
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01150
Total number of active participants reported on line 7a of the Form 55002013-01-01146
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01149
Number of participants with account balances2013-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01145
Total number of active participants reported on line 7a of the Form 55002012-01-01146
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01150
Number of participants with account balances2012-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2014 : DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-10-14$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-10-14$0
Total unrealized appreciation/depreciation of assets2014-10-14$0
Total transfer of assets to this plan2014-10-14$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-14$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-14$0
Expenses. Interest paid2014-10-14$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-10-14$0
Total income from all sources (including contributions)2014-10-14$298,964
Total loss/gain on sale of assets2014-10-14$0
Total of all expenses incurred2014-10-14$8,412,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-14$8,401,171
Expenses. Certain deemed distributions of participant loans2014-10-14$0
Value of total corrective distributions2014-10-14$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-14$0
Value of total assets at end of year2014-10-14$0
Value of total assets at beginning of year2014-10-14$8,113,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-14$11,087
Total income from rents2014-10-14$0
Total interest from all sources2014-10-14$12,777
Total dividends received (eg from common stock, registered investment company shares)2014-10-14$7,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-14No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-14$7,832
Administrative expenses professional fees incurred2014-10-14$0
Was this plan covered by a fidelity bond2014-10-14Yes
Value of fidelity bond cover2014-10-14$1,000,000
If this is an individual account plan, was there a blackout period2014-10-14No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-14$0
Were there any nonexempt tranactions with any party-in-interest2014-10-14No
Amount of non-exempt transactions with any party-in-interest2014-10-14$0
Contributions received from participants2014-10-14$0
Participant contributions at end of year2014-10-14$0
Participant contributions at beginning of year2014-10-14$105,224
Participant contributions at end of year2014-10-14$0
Participant contributions at beginning of year2014-10-14$0
Income. Received or receivable in cash from other sources (including rollovers)2014-10-14$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-10-14$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-10-14$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-10-14$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-10-14$0
Other income not declared elsewhere2014-10-14$231
Administrative expenses (other) incurred2014-10-14$0
Liabilities. Value of operating payables at beginning of year2014-10-14$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-14No
Income. Non cash contributions2014-10-14$0
Value of net income/loss2014-10-14$-8,113,294
Value of net assets at end of year (total assets less liabilities)2014-10-14$0
Value of net assets at beginning of year (total assets less liabilities)2014-10-14$8,113,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-14No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-14No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-10-14$0
Were any leases to which the plan was party in default or uncollectible2014-10-14No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-10-14$0
Investment advisory and management fees2014-10-14$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-14$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-14$6,784,201
Interest on participant loans2014-10-14$1,731
Income. Interest from loans (other than to participants)2014-10-14$0
Interest earned on other investments2014-10-14$11,046
Income. Interest from US Government securities2014-10-14$0
Income. Interest from corporate debt instruments2014-10-14$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-14$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-10-14$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-10-14$1,223,869
Expenses. Payments to insurance carriers foe the provision of benefits2014-10-14$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-14$278,124
Net investment gain/loss from pooled separate accounts2014-10-14$0
Net investment gain or loss from common/collective trusts2014-10-14$0
Net gain/loss from 103.12 investment entities2014-10-14$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-14No
Was there a failure to transmit to the plan any participant contributions2014-10-14No
Has the plan failed to provide any benefit when due under the plan2014-10-14No
Contributions received in cash from employer2014-10-14$0
Employer contributions (assets) at end of year2014-10-14$0
Employer contributions (assets) at beginning of year2014-10-14$0
Income. Dividends from preferred stock2014-10-14$0
Income. Dividends from common stock2014-10-14$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-14$8,401,171
Contract administrator fees2014-10-14$11,087
Liabilities. Value of benefit claims payable at beginning of year2014-10-14$0
Did the plan have assets held for investment2014-10-14No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-14No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-14Yes
Aggregate proceeds on sale of assets2014-10-14$0
Aggregate carrying amount (costs) on sale of assets2014-10-14$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-10-14$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-14Yes
Opinion of an independent qualified public accountant for this plan2014-10-14Disclaimer
Accountancy firm name2014-10-14MARKS PANETH LLP
Accountancy firm EIN2014-10-14113518842
2013 : DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$50,811
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,238,689
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$243,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$232,726
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$8,113,294
Value of total assets at beginning of year2013-12-31$7,168,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,759
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$19,846
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$67,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$67,907
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$105,224
Participant contributions at beginning of year2013-12-31$136,382
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$50,811
Other income not declared elsewhere2013-12-31$1,723
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$995,204
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,113,294
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,118,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,784,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,678,927
Interest on participant loans2013-12-31$3,147
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$16,699
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,223,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,353,592
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,149,213
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$232,726
Contract administrator fees2013-12-31$10,759
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARKS PANETH
Accountancy firm EIN2013-12-31113518842
2012 : DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$50,811
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$37,198
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,169,217
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$712,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$702,321
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$2,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$422,049
Value of total assets at end of year2012-12-31$7,168,901
Value of total assets at beginning of year2012-12-31$6,698,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,147
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$32,209
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$81,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$81,821
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$421,956
Participant contributions at end of year2012-12-31$136,382
Participant contributions at beginning of year2012-12-31$177,160
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$93
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$50,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$37,198
Other income not declared elsewhere2012-12-31$46
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$456,662
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,118,090
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,661,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,678,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,162,575
Interest on participant loans2012-12-31$6,332
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$25,877
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,353,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,358,891
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$633,092
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$702,321
Contract administrator fees2012-12-31$8,147
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Qualified
Accountancy firm name2012-12-31MARKS PANETH & SHRON LLP
Accountancy firm EIN2012-12-31113518842

Form 5500 Responses for DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN

2014: DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVIS & WARSHOW, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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