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DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVIS & JACK, L.L.C. PROFIT SHARING PLAN
Plan identification number 001

DAVIS & JACK, L.L.C. PROFIT SHARING 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(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 & JACK, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVIS & JACK, L.L.C.
Employer identification number (EIN):481175745
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS & JACK, L.L.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01FREDERICK DAVIS II2017-11-17 FREDERICK DAVIS II2017-11-17
0012016-01-01FREDERICK DAVIS2017-06-14 FREDERICK DAVIS2017-06-14
0012015-01-01FREDERICK C. DAVIS
0012014-01-01FREDERICK DAVIS FREDERICK DAVIS2015-06-11
0012014-01-01FREDERICK DAVIS FREDERICK DAVIS2015-06-24
0012013-01-01FREDERICK DAVIS FREDERICK DAVIS2015-06-24
0012012-01-01FREDERICK C. DAVIS II FREDERICK C. DAVIS II2013-06-25
0012011-01-01FREDERICK DAVIS
0012010-01-01FREDERICK DAVIS II
0012009-01-01FREDERICK DAVIS FREDERICK DAVIS2010-07-20

Plan Statistics for DAVIS & JACK, L.L.C. PROFIT SHARING PLAN

401k plan membership statisitcs for DAVIS & JACK, L.L.C. PROFIT SHARING PLAN

Measure Date Value
2015: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVIS & JACK, L.L.C. PROFIT SHARING PLAN

Measure Date Value
2015 : DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$16,844
Expenses. Total of all expenses incurred2015-12-31$190,182
Benefits paid (including direct rollovers)2015-12-31$190,182
Total plan assets at end of year2015-12-31$393,793
Total plan assets at beginning of year2015-12-31$567,131
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$3,782
Net income (gross income less expenses)2015-12-31$-173,338
Net plan assets at end of year (total assets less liabilities)2015-12-31$393,793
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$567,131
Assets. Value of participant loans2015-12-31$2,515
Total contributions received or receivable from employer(s)2015-12-31$13,062
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$53,184
Expenses. Total of all expenses incurred2014-12-31$14,114
Benefits paid (including direct rollovers)2014-12-31$14,114
Total plan assets at end of year2014-12-31$567,131
Total plan assets at beginning of year2014-12-31$528,061
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$42,614
Net income (gross income less expenses)2014-12-31$39,070
Net plan assets at end of year (total assets less liabilities)2014-12-31$567,131
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$528,061
Assets. Value of participant loans2014-12-31$2,891
Total contributions received or receivable from employer(s)2014-12-31$10,570
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$103,873
Expenses. Total of all expenses incurred2013-12-31$11,459
Benefits paid (including direct rollovers)2013-12-31$11,459
Total plan assets at end of year2013-12-31$528,061
Total plan assets at beginning of year2013-12-31$435,647
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$93,219
Net income (gross income less expenses)2013-12-31$92,414
Net plan assets at end of year (total assets less liabilities)2013-12-31$528,061
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$435,647
Assets. Value of participant loans2013-12-31$110
Total contributions received or receivable from employer(s)2013-12-31$10,654
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$60,386
Expenses. Total of all expenses incurred2012-12-31$10,479
Benefits paid (including direct rollovers)2012-12-31$10,479
Total plan assets at end of year2012-12-31$435,647
Total plan assets at beginning of year2012-12-31$385,740
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$44,738
Net income (gross income less expenses)2012-12-31$49,907
Net plan assets at end of year (total assets less liabilities)2012-12-31$435,647
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$385,740
Assets. Value of participant loans2012-12-31$1,378
Total contributions received or receivable from employer(s)2012-12-31$15,648
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$19,401
Expenses. Total of all expenses incurred2011-12-31$10,551
Benefits paid (including direct rollovers)2011-12-31$10,551
Total plan assets at end of year2011-12-31$385,740
Total plan assets at beginning of year2011-12-31$376,889
Total contributions received or receivable from participants2011-12-31$1,396
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$4,157
Net income (gross income less expenses)2011-12-31$8,850
Net plan assets at end of year (total assets less liabilities)2011-12-31$385,740
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$376,889
Assets. Value of participant loans2011-12-31$2,495
Total contributions received or receivable from employer(s)2011-12-31$13,848
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$57,182
Expenses. Total of all expenses incurred2010-12-31$9,566
Benefits paid (including direct rollovers)2010-12-31$9,566
Total plan assets at end of year2010-12-31$376,889
Total plan assets at beginning of year2010-12-31$329,273
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$42,287
Net income (gross income less expenses)2010-12-31$47,616
Net plan assets at end of year (total assets less liabilities)2010-12-31$376,889
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$329,273
Assets. Value of participant loans2010-12-31$3,664
Total contributions received or receivable from employer(s)2010-12-31$14,895
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for DAVIS & JACK, L.L.C. PROFIT SHARING PLAN

2015: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVIS & JACK, L.L.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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