401k Plan data: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN plan

DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DONALD W. DAVIS, P.C. PROFIT SHARING PLAN
Plan identification number	001

DONALD W. DAVIS, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.
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

DONALD W. DAVIS, PC has sponsored the creation of one or more 401k plans.

Company Name: DONALD W. DAVIS, PC

Employer identification number (EIN): 541262744

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD W. DAVIS, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DONALD W. DAVIS DONALD W. DAVIS 2018-10-01
001 2016-01-01 DONALD W. DAVIS DONALD W. DAVIS 2017-10-11
001 2015-01-01 DONALD W. DAVIS DONALD W. DAVIS 2016-10-08
001 2014-01-01 DONALD W. DAVIS DONALD W. DAVIS 2015-09-30
001 2013-01-01 DONALD W. DAVIS DONALD W. DAVIS 2014-10-13
001 2012-01-01 DONALD W. DAVIS DONALD W. DAVIS 2013-09-30
001 2011-01-01 DONALD W. DAVIS DONALD W. DAVIS 2012-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DONALD W. DAVIS	DONALD W. DAVIS	2018-10-01
001	2016-01-01	DONALD W. DAVIS	DONALD W. DAVIS	2017-10-11
001	2015-01-01	DONALD W. DAVIS	DONALD W. DAVIS	2016-10-08
001	2014-01-01	DONALD W. DAVIS	DONALD W. DAVIS	2015-09-30
001	2013-01-01	DONALD W. DAVIS	DONALD W. DAVIS	2014-10-13
001	2012-01-01	DONALD W. DAVIS	DONALD W. DAVIS	2013-09-30
001	2011-01-01	DONALD W. DAVIS	DONALD W. DAVIS	2012-10-07

Plan Statistics for DONALD W. DAVIS, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for DONALD W. DAVIS, P.C. PROFIT SHARING PLAN

Measure Date Value
2022: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2022: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on DONALD W. DAVIS, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2022 : DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-360,623
Expenses. Total of all expenses incurred	2022-12-31	$137,825
Benefits paid (including direct rollovers)	2022-12-31	$102,996
Total plan assets at end of year	2022-12-31	$2,089,999
Total plan assets at beginning of year	2022-12-31	$2,588,447
Total contributions received or receivable from participants	2022-12-31	$23,370
Other income received	2022-12-31	$-383,993
Net income (gross income less expenses)	2022-12-31	$-498,448
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,089,999
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,588,447
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$34,829
2021 : DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$366,270
Expenses. Total of all expenses incurred	2021-12-31	$98,972
Benefits paid (including direct rollovers)	2021-12-31	$59,385
Total plan assets at end of year	2021-12-31	$2,588,447
Total plan assets at beginning of year	2021-12-31	$2,321,149
Total contributions received or receivable from participants	2021-12-31	$23,180
Other income received	2021-12-31	$343,090
Net income (gross income less expenses)	2021-12-31	$267,298
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,588,447
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,321,149
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$39,587
2020 : DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$236,426
Expenses. Total of all expenses incurred	2020-12-31	$26,595
Total plan assets at end of year	2020-12-31	$2,321,149
Total plan assets at beginning of year	2020-12-31	$2,111,318
Total contributions received or receivable from participants	2020-12-31	$22,680
Other income received	2020-12-31	$213,746
Net income (gross income less expenses)	2020-12-31	$209,831
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,321,149
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,111,318
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$26,595
2019 : DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$424,092
Expenses. Total of all expenses incurred	2019-12-31	$164,981
Benefits paid (including direct rollovers)	2019-12-31	$134,975
Total plan assets at end of year	2019-12-31	$2,111,318
Total plan assets at beginning of year	2019-12-31	$1,852,207
Total contributions received or receivable from participants	2019-12-31	$22,230
Other income received	2019-12-31	$401,862
Net income (gross income less expenses)	2019-12-31	$259,111
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,111,318
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,852,207
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$30,006
2018 : DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-164,895
Expenses. Total of all expenses incurred	2018-12-31	$33,896
Benefits paid (including direct rollovers)	2018-12-31	$2,440
Total plan assets at end of year	2018-12-31	$1,852,207
Total plan assets at beginning of year	2018-12-31	$2,050,998
Total contributions received or receivable from participants	2018-12-31	$22,130
Other income received	2018-12-31	$-187,025
Net income (gross income less expenses)	2018-12-31	$-198,791
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,852,207
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,050,998
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$31,456
2017 : DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$413,750
Expenses. Total of all expenses incurred	2017-12-31	$27,736
Total plan assets at end of year	2017-12-31	$2,050,998
Total plan assets at beginning of year	2017-12-31	$1,664,984
Value of fidelity bond covering the plan	2017-12-31	$10,000
Total contributions received or receivable from participants	2017-12-31	$23,985
Other income received	2017-12-31	$389,765
Net income (gross income less expenses)	2017-12-31	$386,014
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,050,998
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,664,984
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$27,736
2016 : DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$125,986
Expenses. Total of all expenses incurred	2016-12-31	$24,577
Total plan assets at end of year	2016-12-31	$1,664,984
Total plan assets at beginning of year	2016-12-31	$1,563,575
Value of fidelity bond covering the plan	2016-12-31	$10,000
Total contributions received or receivable from participants	2016-12-31	$24,040
Other income received	2016-12-31	$101,946
Net income (gross income less expenses)	2016-12-31	$101,409
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,664,984
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,563,575
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$24,577
2015 : DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$50,350
Expenses. Total of all expenses incurred	2015-12-31	$69,954
Benefits paid (including direct rollovers)	2015-12-31	$45,299
Total plan assets at end of year	2015-12-31	$1,563,575
Total plan assets at beginning of year	2015-12-31	$1,583,179
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$26,420
Other income received	2015-12-31	$23,930
Net income (gross income less expenses)	2015-12-31	$-19,604
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,563,575
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,583,179
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$24,655
2014 : DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$89,139
Expenses. Total of all expenses incurred	2014-12-31	$24,192
Total plan assets at end of year	2014-12-31	$1,583,179
Total plan assets at beginning of year	2014-12-31	$1,518,232
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$26,000
Other income received	2014-12-31	$63,139
Net income (gross income less expenses)	2014-12-31	$64,947
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,583,179
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,518,232
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$24,192
2013 : DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$305,204
Expenses. Total of all expenses incurred	2013-12-31	$20,698
Total plan assets at end of year	2013-12-31	$1,518,232
Total plan assets at beginning of year	2013-12-31	$1,233,726
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$26,000
Other income received	2013-12-31	$279,204
Net income (gross income less expenses)	2013-12-31	$284,506
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,518,232
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,233,726
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$20,698
2012 : DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$150,208
Expenses. Total of all expenses incurred	2012-12-31	$72,310
Benefits paid (including direct rollovers)	2012-12-31	$54,569
Total plan assets at end of year	2012-12-31	$1,233,726
Total plan assets at beginning of year	2012-12-31	$1,155,828
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$25,546
Other income received	2012-12-31	$124,662
Net income (gross income less expenses)	2012-12-31	$77,898
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,233,726
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,155,828
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$17,741
2011 : DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-22,799
Expenses. Total of all expenses incurred	2011-12-31	$108,467
Benefits paid (including direct rollovers)	2011-12-31	$91,139
Total plan assets at end of year	2011-12-31	$1,155,828
Total plan assets at beginning of year	2011-12-31	$1,287,094
Value of fidelity bond covering the plan	2011-12-31	$120,000
Total contributions received or receivable from participants	2011-12-31	$19,540
Other income received	2011-12-31	$-42,339
Net income (gross income less expenses)	2011-12-31	$-131,266
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,155,828
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,287,094
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$17,328

Form 5500 Responses for DONALD W. DAVIS, P.C. PROFIT SHARING PLAN

2022: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DONALD W. DAVIS, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	DONALD W. DAVIS, PC
Employer identification number (EIN):	541262744
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services