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STEVEN J DAVIS SR DO PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEVEN J DAVIS SR DO PROFIT SHARING PLAN
Plan identification number 001

STEVEN J DAVIS SR DO PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

STEVEN J DAVIS SR DO has sponsored the creation of one or more 401k plans.

Company Name:STEVEN J DAVIS SR DO
Employer identification number (EIN):752259645
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN J DAVIS SR DO PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01STEVEN J. DAVIS, SR
0012009-01-01STEVEN J. DAVIS, SR STEVEN J. DAVIS, SR2010-06-10
0012009-01-01 STEVEN J. DAVIS, SR2010-06-09
0012009-01-01 STEVEN J. DAVIS, SR2010-06-08

Plan Statistics for STEVEN J DAVIS SR DO PROFIT SHARING PLAN

401k plan membership statisitcs for STEVEN J DAVIS SR DO PROFIT SHARING PLAN

Measure Date Value
2011: STEVEN J DAVIS SR DO PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
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 participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STEVEN J DAVIS SR DO PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
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 participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on STEVEN J DAVIS SR DO PROFIT SHARING PLAN

Measure Date Value
2011 : STEVEN J DAVIS SR DO PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$63,611
Expenses. Total of all expenses incurred2011-12-31$36,101
Total plan assets at end of year2011-12-31$811,301
Total plan assets at beginning of year2011-12-31$783,791
Other income received2011-12-31$-5,074
Net income (gross income less expenses)2011-12-31$27,510
Net plan assets at end of year (total assets less liabilities)2011-12-31$811,301
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$783,791
Total contributions received or receivable from employer(s)2011-12-31$68,685
Value of certain deemed distributions of participant loans2011-12-31$35,921
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$180
2010 : STEVEN J DAVIS SR DO PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$120,775
Expenses. Total of all expenses incurred2010-12-31$330
Total plan assets at end of year2010-12-31$783,791
Total plan assets at beginning of year2010-12-31$663,346
Other income received2010-12-31$48,646
Net income (gross income less expenses)2010-12-31$120,445
Net plan assets at end of year (total assets less liabilities)2010-12-31$783,791
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$663,346
Total contributions received or receivable from employer(s)2010-12-31$72,129
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$330

Form 5500 Responses for STEVEN J DAVIS SR DO PROFIT SHARING PLAN

2011: STEVEN J DAVIS SR DO PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STEVEN J DAVIS SR DO PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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