401k Plan data: STEVEN L. DAVIS, DDS, PA 401(K) PLAN plan

STEVEN L. DAVIS, DDS, PA 401(K) PLAN 401k Plan overview

Plan Name	STEVEN L. DAVIS, DDS, PA 401(K) PLAN
Plan identification number	004

STEVEN L. DAVIS, DDS, PA 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

STEVEN L. DAVIS, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name: STEVEN L. DAVIS, DDS, PA

Employer identification number (EIN): 561192180

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN L. DAVIS, DDS, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-01-01 STEVEN L. DAVIS, DDS 2021-12-22
004 2020-01-01 STEVEN L. DAVIS, DDS 2021-08-04
004 2019-01-01 STEVEN L. DAVIS, DDS 2020-10-12
004 2018-01-01 STEVEN L. DAVIS, DDS 2019-04-04
004 2017-01-01 STEVEN L. DAVIS, DDS 2018-09-05
004 2016-01-01 STEVEN L. DAVIS, DDS 2017-10-10
004 2015-01-01 STEVEN L. DAVIS, DDS 2016-02-23
004 2014-01-01 STEVEN L. DAVIS, DDS 2015-06-16
004 2013-01-01 STEVEN L. DAVIS, DDS
004 2012-01-01 STEVEN L. DAVIS, DDS
004 2011-01-01 STEVEN L. DAVIS, DDS
004 2009-01-01 STEVEN L. DAVIS, DDS
004 2009-01-01 STEVEN L. DAVIS, DDS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2021-01-01	STEVEN L. DAVIS, DDS	2021-12-22
004	2020-01-01	STEVEN L. DAVIS, DDS	2021-08-04
004	2019-01-01	STEVEN L. DAVIS, DDS	2020-10-12
004	2018-01-01	STEVEN L. DAVIS, DDS	2019-04-04
004	2017-01-01	STEVEN L. DAVIS, DDS	2018-09-05
004	2016-01-01	STEVEN L. DAVIS, DDS	2017-10-10
004	2015-01-01	STEVEN L. DAVIS, DDS	2016-02-23
004	2014-01-01	STEVEN L. DAVIS, DDS	2015-06-16
004	2013-01-01	STEVEN L. DAVIS, DDS
004	2012-01-01	STEVEN L. DAVIS, DDS
004	2011-01-01	STEVEN L. DAVIS, DDS
004	2009-01-01	STEVEN L. DAVIS, DDS
004	2009-01-01	STEVEN L. DAVIS, DDS

Plan Statistics for STEVEN L. DAVIS, DDS, PA 401(K) PLAN

401k plan membership statisitcs for STEVEN L. DAVIS, DDS, PA 401(K) PLAN

Measure Date Value
2013: STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
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 1
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 0
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
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 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
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	1
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	0
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
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	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on STEVEN L. DAVIS, DDS, PA 401(K) PLAN

Measure	Date	Value
2013 : STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$194,859
Total plan assets at end of year	2013-12-31	$2,777,324
Total plan assets at beginning of year	2013-12-31	$2,582,465
Value of fidelity bond covering the plan	2013-12-31	$260,000
Total contributions received or receivable from participants	2013-12-31	$28,325
Other income received	2013-12-31	$122,643
Net income (gross income less expenses)	2013-12-31	$194,859
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,777,324
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,582,465
Total contributions received or receivable from employer(s)	2013-12-31	$43,891
2012 : STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$259,866
Expenses. Total of all expenses incurred	2012-12-31	$10,547
Benefits paid (including direct rollovers)	2012-12-31	$10,547
Total plan assets at end of year	2012-12-31	$2,582,465
Total plan assets at beginning of year	2012-12-31	$2,333,146
Value of fidelity bond covering the plan	2012-12-31	$221,000
Total contributions received or receivable from participants	2012-12-31	$27,770
Other income received	2012-12-31	$193,770
Net income (gross income less expenses)	2012-12-31	$249,319
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,582,465
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,333,146
Total contributions received or receivable from employer(s)	2012-12-31	$38,326
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$164,825
Expenses. Total of all expenses incurred	2011-12-31	$59,689
Benefits paid (including direct rollovers)	2011-12-31	$59,689
Total plan assets at end of year	2011-12-31	$2,333,146
Total plan assets at beginning of year	2011-12-31	$2,228,010
Value of fidelity bond covering the plan	2011-12-31	$221,100
Total contributions received or receivable from participants	2011-12-31	$26,530
Contributions received from other sources (not participants or employers)	2011-12-31	$11
Other income received	2011-12-31	$97,744
Net income (gross income less expenses)	2011-12-31	$105,136
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,333,146
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,228,010
Total contributions received or receivable from employer(s)	2011-12-31	$40,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$2,256,362
Expenses. Total of all expenses incurred	2010-12-31	$153,582
Benefits paid (including direct rollovers)	2010-12-31	$153,582
Total plan assets at end of year	2010-12-31	$2,228,010
Total plan assets at beginning of year	2010-12-31	$125,230
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$25,600
Contributions received from other sources (not participants or employers)	2010-12-31	$2,181,950
Other income received	2010-12-31	$12,438
Net income (gross income less expenses)	2010-12-31	$2,102,780
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,228,010
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$125,230
Total contributions received or receivable from employer(s)	2010-12-31	$36,374
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for STEVEN L. DAVIS, DDS, PA 401(K) PLAN

2013: STEVEN L. DAVIS, DDS, PA 401(K) 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: STEVEN L. DAVIS, DDS, PA 401(K) 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: STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STEVEN L. DAVIS, DDS, PA 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVEN L. DAVIS, DDS, PA
Employer identification number (EIN):	561192180
NAIC Classification:	621210
NAIC Description:	Offices of Dentists