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JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameJONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST
Plan identification number 001

JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DR. JONATHAN B. DAVIS has sponsored the creation of one or more 401k plans.

Company Name:DR. JONATHAN B. DAVIS
Employer identification number (EIN):161716536
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-31
0012021-12-31
0012020-12-31
0012019-12-31
0012018-12-31
0012017-12-31
0012016-12-31
0012015-12-31
0012014-12-31
0012013-12-31JONATHAN B. DAVIS2015-09-03
0012012-12-31JONATHAN B. DAVIS2014-10-06
0012010-12-31JONATHAN B. DAVIS2012-10-01
0012008-12-31JONATHAN B. DAVIS
0012007-12-31JONATHAN B DAVIS
0012007-12-31JONATHAN B DAVIS

Plan Statistics for JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2023: JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Market value of plan assets2023-12-301,662,884
Acturial value of plan assets2023-12-301,662,884
Funding target for retired participants and beneficiaries receiving payment2023-12-300
Number of terminated vested participants2023-12-301
Fundng target for terminated vested participants2023-12-304,337
Active participant vested funding target2023-12-301,975,942
Number of active participants2023-12-303
Total funding liabilities for active participants2023-12-301,975,942
Total participant count2023-12-304
Total funding target for all participants2023-12-301,980,279
Balance at beginning of prior year after applicable adjustments2023-12-300
Prefunding balance at beginning of prior year after applicable adjustments2023-12-300
Amount remaining of carryover balance2023-12-300
Amount remaining of prefunding balance2023-12-300
Present value of excess contributions2023-12-3048,682
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-12-3051,033
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-12-3051,033
Reductions in caryover balances due to elections or deemed elections2023-12-300
Reductions in prefunding balances due to elections or deemed elections2023-12-300
Balance of carryovers at beginning of current year2023-12-300
Balance of prefunding at beginning of current year2023-12-3051,033
Total employer contributions2023-12-30150,000
Total employee contributions2023-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-12-300
Contributions made to avoid restrictions adjusted to valuation date2023-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-12-30150,000
Unpaid minimum required contributions for all prior years2023-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-12-300
Remaining amount of unpaid minimum required contributions2023-12-300
Minimum required contributions for current year target normal cost2023-12-3092,801
Net shortfall amortization installment of oustanding balance2023-12-30368,428
Waiver amortization installment2023-12-300
Total funding amount beforereflecting carryover/prefunding balances2023-12-30153,377
Carryover balance elected to use to offset funding requirement2023-12-300
Prefunding balance elected to use to offset funding requirement2023-12-3051,033
Additional cash requirement2023-12-30102,344
Contributions allocatedtoward minimum required contributions for current year2023-12-30150,000
Unpaid minimum required contributions for current year2023-12-300
Unpaid minimum required contributions for all years2023-12-300
2022: JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-301,842,265
Acturial value of plan assets2022-12-301,842,265
Funding target for retired participants and beneficiaries receiving payment2022-12-300
Number of terminated vested participants2022-12-301
Fundng target for terminated vested participants2022-12-303,887
Active participant vested funding target2022-12-301,797,148
Number of active participants2022-12-303
Total funding liabilities for active participants2022-12-301,797,148
Total participant count2022-12-304
Total funding target for all participants2022-12-301,801,035
Balance at beginning of prior year after applicable adjustments2022-12-300
Prefunding balance at beginning of prior year after applicable adjustments2022-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-300
Prefunding balanced used to offset prior years funding requirement2022-12-300
Amount remaining of carryover balance2022-12-300
Amount remaining of prefunding balance2022-12-300
Present value of excess contributions2022-12-3014
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-300
Reductions in caryover balances due to elections or deemed elections2022-12-300
Reductions in prefunding balances due to elections or deemed elections2022-12-300
Balance of carryovers at beginning of current year2022-12-300
Balance of prefunding at beginning of current year2022-12-300
Total employer contributions2022-12-30100,000
Total employee contributions2022-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-300
Contributions made to avoid restrictions adjusted to valuation date2022-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3095,924
Unpaid minimum required contributions for all prior years2022-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-300
Remaining amount of unpaid minimum required contributions2022-12-300
Minimum required contributions for current year target normal cost2022-12-3088,472
Net shortfall amortization installment of oustanding balance2022-12-300
Waiver amortization installment2022-12-300
Total funding amount beforereflecting carryover/prefunding balances2022-12-3047,242
Additional cash requirement2022-12-3047,242
Contributions allocatedtoward minimum required contributions for current year2022-12-3095,924
Unpaid minimum required contributions for current year2022-12-300
Unpaid minimum required contributions for all years2022-12-300
2021: JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-301,512,321
Acturial value of plan assets2021-12-301,512,321
Funding target for retired participants and beneficiaries receiving payment2021-12-300
Number of terminated vested participants2021-12-301
Fundng target for terminated vested participants2021-12-303,272
Active participant vested funding target2021-12-301,588,648
Number of active participants2021-12-303
Total funding liabilities for active participants2021-12-301,590,192
Total participant count2021-12-304
Total funding target for all participants2021-12-301,593,464
Balance at beginning of prior year after applicable adjustments2021-12-300
Prefunding balance at beginning of prior year after applicable adjustments2021-12-300
Amount remaining of carryover balance2021-12-300
Amount remaining of prefunding balance2021-12-300
Present value of excess contributions2021-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-300
Reductions in caryover balances due to elections or deemed elections2021-12-300
Reductions in prefunding balances due to elections or deemed elections2021-12-300
Balance of carryovers at beginning of current year2021-12-300
Balance of prefunding at beginning of current year2021-12-300
Total employer contributions2021-12-30110,058
Total employee contributions2021-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-300
Contributions made to avoid restrictions adjusted to valuation date2021-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-30104,243
Unpaid minimum required contributions for all prior years2021-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-300
Remaining amount of unpaid minimum required contributions2021-12-300
Minimum required contributions for current year target normal cost2021-12-3082,182
Net shortfall amortization installment of oustanding balance2021-12-3081,143
Waiver amortization installment2021-12-300
Total funding amount beforereflecting carryover/prefunding balances2021-12-30104,229
Additional cash requirement2021-12-30104,229
Contributions allocatedtoward minimum required contributions for current year2021-12-30104,243
Unpaid minimum required contributions for current year2021-12-300
Unpaid minimum required contributions for all years2021-12-300
2020: JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-301,365,085
Acturial value of plan assets2020-12-301,363,085
Funding target for retired participants and beneficiaries receiving payment2020-12-300
Number of terminated vested participants2020-12-301
Fundng target for terminated vested participants2020-12-303,459
Active participant vested funding target2020-12-301,536,076
Number of active participants2020-12-303
Total funding liabilities for active participants2020-12-301,539,552
Total participant count2020-12-304
Total funding target for all participants2020-12-301,543,011
Balance at beginning of prior year after applicable adjustments2020-12-300
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3024,556
Prefunding balanced used to offset prior years funding requirement2020-12-3024,556
Amount remaining of carryover balance2020-12-300
Amount remaining of prefunding balance2020-12-300
Present value of excess contributions2020-12-3016
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3017
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-300
Reductions in caryover balances due to elections or deemed elections2020-12-300
Reductions in prefunding balances due to elections or deemed elections2020-12-300
Balance of carryovers at beginning of current year2020-12-300
Balance of prefunding at beginning of current year2020-12-300
Total employer contributions2020-12-30116,054
Total employee contributions2020-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-300
Contributions made to avoid restrictions adjusted to valuation date2020-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-30115,589
Unpaid minimum required contributions for all prior years2020-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-300
Remaining amount of unpaid minimum required contributions2020-12-300
Minimum required contributions for current year target normal cost2020-12-3082,001
Net shortfall amortization installment of oustanding balance2020-12-30179,926
Waiver amortization installment2020-12-300
Total funding amount beforereflecting carryover/prefunding balances2020-12-30115,589
Additional cash requirement2020-12-30115,589
Contributions allocatedtoward minimum required contributions for current year2020-12-30115,589
Unpaid minimum required contributions for current year2020-12-300
Unpaid minimum required contributions for all years2020-12-300
2019: JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-301,056,604
Acturial value of plan assets2019-12-301,056,604
Funding target for retired participants and beneficiaries receiving payment2019-12-300
Number of terminated vested participants2019-12-301
Fundng target for terminated vested participants2019-12-302,887
Active participant vested funding target2019-12-301,246,241
Number of active participants2019-12-303
Total funding liabilities for active participants2019-12-301,248,300
Total participant count2019-12-304
Total funding target for all participants2019-12-301,251,187
Balance at beginning of prior year after applicable adjustments2019-12-300
Prefunding balance at beginning of prior year after applicable adjustments2019-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-300
Prefunding balanced used to offset prior years funding requirement2019-12-300
Amount remaining of carryover balance2019-12-300
Amount remaining of prefunding balance2019-12-300
Present value of excess contributions2019-12-3023,181
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3024,556
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3024,556
Reductions in caryover balances due to elections or deemed elections2019-12-300
Reductions in prefunding balances due to elections or deemed elections2019-12-300
Balance of carryovers at beginning of current year2019-12-300
Balance of prefunding at beginning of current year2019-12-3024,556
Total employer contributions2019-12-3084,000
Total employee contributions2019-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-300
Contributions made to avoid restrictions adjusted to valuation date2019-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3083,013
Unpaid minimum required contributions for all prior years2019-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-300
Remaining amount of unpaid minimum required contributions2019-12-300
Minimum required contributions for current year target normal cost2019-12-3071,693
Net shortfall amortization installment of oustanding balance2019-12-30219,139
Waiver amortization installment2019-12-300
Total funding amount beforereflecting carryover/prefunding balances2019-12-30107,553
Prefunding balance elected to use to offset funding requirement2019-12-3024,556
Additional cash requirement2019-12-3082,997
Contributions allocatedtoward minimum required contributions for current year2019-12-3083,013
Unpaid minimum required contributions for current year2019-12-300
Unpaid minimum required contributions for all years2019-12-300
2018: JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-301,046,404
Acturial value of plan assets2018-12-301,046,404
Funding target for retired participants and beneficiaries receiving payment2018-12-300
Number of terminated vested participants2018-12-301
Fundng target for terminated vested participants2018-12-302,443
Active participant vested funding target2018-12-301,046,642
Number of active participants2018-12-303
Total funding liabilities for active participants2018-12-301,048,364
Total participant count2018-12-304
Total funding target for all participants2018-12-301,050,807
Balance at beginning of prior year after applicable adjustments2018-12-300
Prefunding balance at beginning of prior year after applicable adjustments2018-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-300
Prefunding balanced used to offset prior years funding requirement2018-12-300
Amount remaining of carryover balance2018-12-300
Amount remaining of prefunding balance2018-12-300
Present value of excess contributions2018-12-3070,677
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3075,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-300
Reductions in caryover balances due to elections or deemed elections2018-12-300
Reductions in prefunding balances due to elections or deemed elections2018-12-300
Balance of carryovers at beginning of current year2018-12-300
Balance of prefunding at beginning of current year2018-12-300
Total employer contributions2018-12-3090,000
Total employee contributions2018-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-300
Contributions made to avoid restrictions adjusted to valuation date2018-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3087,667
Unpaid minimum required contributions for all prior years2018-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-300
Remaining amount of unpaid minimum required contributions2018-12-300
Minimum required contributions for current year target normal cost2018-12-3063,763
Net shortfall amortization installment of oustanding balance2018-12-304,403
Waiver amortization installment2018-12-300
Total funding amount beforereflecting carryover/prefunding balances2018-12-3064,486
Additional cash requirement2018-12-3064,486
Contributions allocatedtoward minimum required contributions for current year2018-12-3087,667
Unpaid minimum required contributions for current year2018-12-300
Unpaid minimum required contributions for all years2018-12-300
2017: JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-30956,457
Acturial value of plan assets2017-12-30956,457
Funding target for retired participants and beneficiaries receiving payment2017-12-300
Number of terminated vested participants2017-12-301
Fundng target for terminated vested participants2017-12-302,133
Active participant vested funding target2017-12-30898,372
Number of active participants2017-12-303
Total funding liabilities for active participants2017-12-30899,299
Total participant count2017-12-304
Total funding target for all participants2017-12-30901,432
Balance at beginning of prior year after applicable adjustments2017-12-300
Prefunding balance at beginning of prior year after applicable adjustments2017-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-300
Prefunding balanced used to offset prior years funding requirement2017-12-300
Amount remaining of carryover balance2017-12-300
Amount remaining of prefunding balance2017-12-300
Present value of excess contributions2017-12-3069,887
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3074,297
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-300
Reductions in caryover balances due to elections or deemed elections2017-12-300
Reductions in prefunding balances due to elections or deemed elections2017-12-300
Balance of carryovers at beginning of current year2017-12-300
Balance of prefunding at beginning of current year2017-12-300
Total employer contributions2017-12-3075,000
Total employee contributions2017-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-300
Contributions made to avoid restrictions adjusted to valuation date2017-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3073,862
Unpaid minimum required contributions for all prior years2017-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-300
Remaining amount of unpaid minimum required contributions2017-12-300
Minimum required contributions for current year target normal cost2017-12-3058,210
Net shortfall amortization installment of oustanding balance2017-12-300
Waiver amortization installment2017-12-300
Total funding amount beforereflecting carryover/prefunding balances2017-12-303,185
Additional cash requirement2017-12-303,185
Contributions allocatedtoward minimum required contributions for current year2017-12-3073,862
Unpaid minimum required contributions for current year2017-12-300
Unpaid minimum required contributions for all years2017-12-300
2008: JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year2008-12-312
Total number of active participants reported on line 7a of the Form 55002008-12-312
Number of retired or separated participants receiving benefits2008-12-310
Number of other retired or separated participants entitled to future benefits2008-12-310
Total of all active and inactive participants2008-12-312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-12-310
Total participants2008-12-312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-12-310
2007: JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year2007-12-312
Total number of active participants reported on line 7a of the Form 55002007-12-312
Number of retired or separated participants receiving benefits2007-12-310
Number of other retired or separated participants entitled to future benefits2007-12-310
Total of all active and inactive participants2007-12-312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-12-310
Total participants2007-12-312
Number of participants with account balances2007-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-12-310

Financial Data on JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2009 : JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 2009 401k financial data
Total income from all sources2009-12-30$33,761
Total plan assets at end of year2009-12-30$351,322
Total plan assets at beginning of year2009-12-30$317,561
Other income received2009-12-30$8,761
Net income (gross income less expenses)2009-12-30$33,761
Net plan assets at end of year (total assets less liabilities)2009-12-30$351,322
Net plan assets at beginning of year (total assets less liabilities)2009-12-30$317,561
Total contributions received or receivable from employer(s)2009-12-30$25,000

Form 5500 Responses for JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST

2008: JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 2008 form 5500 responses
2008-12-31Type of plan entitySingle employer plan
2008-12-31Submission has been amendedYes
2008-12-31This submission is the final filingNo
2008-12-31This return/report is a short plan year return/report (less than 12 months)No
2008-12-31Plan is a collectively bargained planNo
2008-12-31Plan funding arrangement – TrustYes
2008-12-31Plan benefit arrangement - TrustYes
2007: JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST 2007 form 5500 responses
2007-12-31Type of plan entitySingle employer plan
2007-12-31Submission has been amendedYes
2007-12-31This submission is the final filingNo
2007-12-31This return/report is a short plan year return/report (less than 12 months)No
2007-12-31Plan is a collectively bargained planNo
2007-12-31Plan funding arrangement – TrustYes
2007-12-31Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number0340600
Policy instance 1
Insurance contract or identification number0340600
Number of Individuals Covered1
Insurance policy start date2008-12-31
Insurance policy end date2009-12-30
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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