401k Plan data: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN plan

ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN
Plan identification number	001

ROBERT G. DAVIS & ASSOCIATES 401(K) 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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

ROBERT G. DAVIS & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: ROBERT G. DAVIS & ASSOCIATES

Employer identification number (EIN): 930813620

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 DAVID VOLONTE
001 2017-01-01 DAVID VOLONTE
001 2016-01-01
001 2015-01-01 TAMMY NELSON
001 2014-01-01 TAMMY NELSON
001 2013-01-01 TAMMY NELSON
001 2012-01-01 TAMMY NELSON
001 2011-01-01 TAMMY NELSON
001 2010-01-01 TAMMY NELSON
001 2009-01-01 TAMMY NELSON

Plan Statistics for ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN

Measure Date Value
2018: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
2017: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
2016: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 9
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 66
Total of all active and inactive participants 2015-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 69
Number of participants with account balances 2015-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 51
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 13
Total of all active and inactive participants 2014-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 66
Number of participants with account balances 2014-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 53
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 13
Total of all active and inactive participants 2013-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 67
Number of participants with account balances 2013-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 52
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 14
Total of all active and inactive participants 2012-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 67
Number of participants with account balances 2012-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 43
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 13
Total of all active and inactive participants 2011-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 57
Number of participants with account balances 2011-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 46
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 59
Number of participants with account balances 2010-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 45
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 12
Total of all active and inactive participants 2009-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 57
Number of participants with account balances 2009-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
2017: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
2016: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	9
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	66
Total of all active and inactive participants	2015-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	69
Number of participants with account balances	2015-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	51
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	13
Total of all active and inactive participants	2014-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	66
Number of participants with account balances	2014-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	53
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	13
Total of all active and inactive participants	2013-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	67
Number of participants with account balances	2013-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	52
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	14
Total of all active and inactive participants	2012-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	67
Number of participants with account balances	2012-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	43
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	13
Total of all active and inactive participants	2011-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	57
Number of participants with account balances	2011-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	46
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	59
Number of participants with account balances	2010-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	45
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	12
Total of all active and inactive participants	2009-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	57
Number of participants with account balances	2009-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN

Measure	Date	Value
2018 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-08-31	$0
Total plan liabilities at end of year	2018-08-31	$0
Total plan liabilities at beginning of year	2018-08-31	$0
Total income from all sources	2018-08-31	$29,817
Expenses. Total of all expenses incurred	2018-08-31	$386,182
Benefits paid (including direct rollovers)	2018-08-31	$385,057
Total plan assets at end of year	2018-08-31	$0
Total plan assets at beginning of year	2018-08-31	$356,365
Value of fidelity bond covering the plan	2018-08-31	$500,000
Total contributions received or receivable from participants	2018-08-31	$0
Expenses. Other expenses not covered elsewhere	2018-08-31	$0
Contributions received from other sources (not participants or employers)	2018-08-31	$0
Other income received	2018-08-31	$29,817
Noncash contributions received	2018-08-31	$0
Net income (gross income less expenses)	2018-08-31	$-356,365
Net plan assets at end of year (total assets less liabilities)	2018-08-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-08-31	$356,365
Total contributions received or receivable from employer(s)	2018-08-31	$0
Value of certain deemed distributions of participant loans	2018-08-31	$0
Value of corrective distributions	2018-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-08-31	$1,125
2017 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$70,860
Expenses. Total of all expenses incurred	2017-12-31	$413
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$356,365
Total plan assets at beginning of year	2017-12-31	$285,918
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$70,860
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$70,447
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$356,365
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$285,918
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$413
2016 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$-355,784
Expenses. Total of all expenses incurred	2016-12-31	$8,831,850
Benefits paid (including direct rollovers)	2016-12-31	$8,831,675
Total plan assets at end of year	2016-12-31	$285,918
Total plan assets at beginning of year	2016-12-31	$9,473,552
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-355,784
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-9,187,634
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$285,918
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,473,552
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$175
2015 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$834,361
Expenses. Total of all expenses incurred	2015-12-31	$1,921,038
Benefits paid (including direct rollovers)	2015-12-31	$1,920,163
Total plan assets at end of year	2015-12-31	$9,473,552
Total plan assets at beginning of year	2015-12-31	$10,560,229
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$457,068
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$171,918
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-1,086,677
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,473,552
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$10,560,229
Assets. Value of participant loans	2015-12-31	$46,442
Total contributions received or receivable from employer(s)	2015-12-31	$205,375
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$875
2014 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,362,421
Expenses. Total of all expenses incurred	2014-12-31	$84,485
Benefits paid (including direct rollovers)	2014-12-31	$84,210
Total plan assets at end of year	2014-12-31	$10,560,229
Total plan assets at beginning of year	2014-12-31	$9,282,293
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$432,009
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$13,394
Other income received	2014-12-31	$710,818
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$1,277,936
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$10,560,229
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,282,293
Assets. Value of participant loans	2014-12-31	$56,079
Total contributions received or receivable from employer(s)	2014-12-31	$206,200
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$275
2013 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$2,404,940
Expenses. Total of all expenses incurred	2013-12-31	$89,098
Benefits paid (including direct rollovers)	2013-12-31	$88,467
Total plan assets at end of year	2013-12-31	$9,282,293
Total plan assets at beginning of year	2013-12-31	$6,966,451
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$405,017
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$6,105
Other income received	2013-12-31	$1,803,206
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$2,315,842
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,282,293
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,966,451
Assets. Value of participant loans	2013-12-31	$84,205
Total contributions received or receivable from employer(s)	2013-12-31	$190,612
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$631
2012 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,450,840
Expenses. Total of all expenses incurred	2012-12-31	$91,044
Benefits paid (including direct rollovers)	2012-12-31	$90,514
Total plan assets at end of year	2012-12-31	$6,966,451
Total plan assets at beginning of year	2012-12-31	$5,606,655
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$372,606
Other income received	2012-12-31	$896,172
Net income (gross income less expenses)	2012-12-31	$1,359,796
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,966,451
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,606,655
Assets. Value of participant loans	2012-12-31	$98,376
Total contributions received or receivable from employer(s)	2012-12-31	$182,062
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$346,485
Expenses. Total of all expenses incurred	2011-12-31	$362,506
Benefits paid (including direct rollovers)	2011-12-31	$361,493
Total plan assets at end of year	2011-12-31	$5,606,655
Total plan assets at beginning of year	2011-12-31	$5,622,676
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$294,818
Contributions received from other sources (not participants or employers)	2011-12-31	$64,788
Other income received	2011-12-31	$-167,054
Net income (gross income less expenses)	2011-12-31	$-16,021
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,606,655
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,622,676
Assets. Value of participant loans	2011-12-31	$179,831
Total contributions received or receivable from employer(s)	2011-12-31	$153,933
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,013
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,102,906
Expenses. Total of all expenses incurred	2010-12-31	$69,634
Benefits paid (including direct rollovers)	2010-12-31	$68,869
Total plan assets at end of year	2010-12-31	$5,622,676
Total plan assets at beginning of year	2010-12-31	$4,589,404
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$317,437
Other income received	2010-12-31	$670,066
Net income (gross income less expenses)	2010-12-31	$1,033,272
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,622,676
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,589,404
Assets. Value of participant loans	2010-12-31	$50,101
Total contributions received or receivable from employer(s)	2010-12-31	$115,403
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$765
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN

2018: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT G. DAVIS & ASSOCIATES 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	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT G. DAVIS & ASSOCIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT G. DAVIS & ASSOCIATES
Employer identification number (EIN):	930813620
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01	DAVID VOLONTE
001	2017-01-01	DAVID VOLONTE
001	2016-01-01
001	2015-01-01	TAMMY NELSON
001	2014-01-01	TAMMY NELSON
001	2013-01-01	TAMMY NELSON
001	2012-01-01	TAMMY NELSON
001	2011-01-01	TAMMY NELSON
001	2010-01-01	TAMMY NELSON
001	2009-01-01	TAMMY NELSON