401k Plan data: DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN plan

DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN
Plan identification number	002

DAVIS, FRIEDMAN ASSOCIATES 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

DAVIS, FRIEDMAN, ZAVETT, ET AL has sponsored the creation of one or more 401k plans.

Company Name: DAVIS, FRIEDMAN, ZAVETT, ET AL

Employer identification number (EIN): 200500501

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 HECTOR SIERRA 2019-09-18
002 2017-01-01
002 2016-01-01 JULIE MCCORMACK 2017-10-02 JULIE MCCORMACK 2017-10-02
002 2015-01-01 JULIE MCCORMACK 2016-10-11 JULIE MCCORMACK 2016-10-11
002 2014-01-01 JULIE MCCORMACK
002 2014-01-01 JULIE MCCORMACK JULIE MCCORMACK 2016-07-19
002 2013-01-01 JULIE MCCORMACK JULIE MCCORMACK 2016-07-19
002 2012-01-01 JULIE MCCORMACK JULIE MCCORMACK 2013-07-29
002 2011-01-01 JULIE MCCORMACK
002 2009-01-01 JULIE MCCORMACK JULIE MCCORMACK 2010-08-02
002 2009-01-01 JULIE MCCORMACK
002 2009-01-01 JULIE MCCORMACK JULIE MCCORMACK 2010-08-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	HECTOR SIERRA	2019-09-18
002	2017-01-01
002	2016-01-01	JULIE MCCORMACK	2017-10-02	JULIE MCCORMACK	2017-10-02
002	2015-01-01	JULIE MCCORMACK	2016-10-11	JULIE MCCORMACK	2016-10-11
002	2014-01-01	JULIE MCCORMACK
002	2014-01-01	JULIE MCCORMACK		JULIE MCCORMACK	2016-07-19
002	2013-01-01	JULIE MCCORMACK		JULIE MCCORMACK	2016-07-19
002	2012-01-01	JULIE MCCORMACK		JULIE MCCORMACK	2013-07-29
002	2011-01-01	JULIE MCCORMACK
002	2009-01-01	JULIE MCCORMACK		JULIE MCCORMACK	2010-08-02
002	2009-01-01	JULIE MCCORMACK
002	2009-01-01	JULIE MCCORMACK		JULIE MCCORMACK	2010-08-23

Plan Statistics for DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN

Measure Date Value
2014: DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 4
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
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 1
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 2
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	4
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
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	1
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	2
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN

Measure	Date	Value
2014 : DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$111,669
Expenses. Total of all expenses incurred	2014-12-31	$86,490
Benefits paid (including direct rollovers)	2014-12-31	$86,376
Total plan assets at end of year	2014-12-31	$702,550
Total plan assets at beginning of year	2014-12-31	$677,371
Total contributions received or receivable from participants	2014-12-31	$62,170
Expenses. Other expenses not covered elsewhere	2014-12-31	$114
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$49,499
Net income (gross income less expenses)	2014-12-31	$25,179
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$702,550
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$677,371
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$164,407
Expenses. Total of all expenses incurred	2013-12-31	$29,805
Benefits paid (including direct rollovers)	2013-12-31	$29,744
Total plan assets at end of year	2013-12-31	$649,682
Total plan assets at beginning of year	2013-12-31	$515,080
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$56,257
Expenses. Other expenses not covered elsewhere	2013-12-31	$61
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$108,150
Net income (gross income less expenses)	2013-12-31	$134,602
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$649,682
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$515,080
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$96,321
Expenses. Total of all expenses incurred	2012-12-31	$13
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$486,154
Total plan assets at beginning of year	2012-12-31	$389,845
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$48,897
Expenses. Other expenses not covered elsewhere	2012-12-31	$13
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$47,424
Net income (gross income less expenses)	2012-12-31	$96,308
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$486,154
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$389,845
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$51,162
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$366,966
Total plan assets at beginning of year	2011-12-31	$315,804
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$50,238
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$924
Net income (gross income less expenses)	2011-12-31	$51,162
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$366,966
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$315,804
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$78,213
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$298,071
Total plan assets at beginning of year	2010-12-31	$219,858
Value of fidelity bond covering the plan	2010-12-31	$425,000
Total contributions received or receivable from participants	2010-12-31	$45,075
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$33,138
Net income (gross income less expenses)	2010-12-31	$78,213
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$298,071
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$219,858
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for DAVIS, FRIEDMAN ASSOCIATES 401(K) PLAN

2014: DAVIS, FRIEDMAN 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: DAVIS, FRIEDMAN 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	Yes
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: DAVIS, FRIEDMAN 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVIS, FRIEDMAN 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	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVIS, FRIEDMAN 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	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:	DAVIS, FRIEDMAN, ZAVETT, ET AL
Employer identification number (EIN):	200500501
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers