401k Plan data: DAVIS, JAMES P., PLLC plan

DAVIS, JAMES P., PLLC 401k Plan overview

Plan Name	DAVIS, JAMES P., PLLC
Plan identification number	001

DAVIS, JAMES P., PLLC 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.
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

JAMES P. DAVIS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: JAMES P. DAVIS, PLLC

Employer identification number (EIN): 481266363

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about JAMES P. DAVIS, PLLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2002-07-01

Company Identification Number: 602218031

Legal Registered Office Address: 8404 VASHON DR NE

LACEY
United States of America (USA)
985161368

More information about JAMES P. DAVIS, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS, JAMES P., PLLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 JAMES DAVIS 2021-07-23 JAMES DAVIS 2021-07-23
001 2018-01-01 JAMES P. DAVIS 2019-06-14 JAMES P. DAVIS 2019-06-14
001 2017-01-01 JAMES P DAVIS 2018-07-31 JAMES P DAVIS 2018-07-31
001 2016-01-01 JAMES P DAVIS 2017-10-16 JAMES P DAVIS 2017-10-16
001 2015-01-01 JAMES P DAVIS JAMES P DAVIS 2016-08-01
001 2014-01-01 JAMES P DAVIS JAMES P DAVIS 2015-07-31
001 2013-01-01 JAMES P DAVIS
001 2012-01-01 JAMES P. DAVIS
001 2011-01-01 JAMES P DAVIS JAMES P DAVIS 2012-10-16
001 2009-01-01 JAMES DAVIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	JAMES DAVIS	2021-07-23	JAMES DAVIS	2021-07-23
001	2018-01-01	JAMES P. DAVIS	2019-06-14	JAMES P. DAVIS	2019-06-14
001	2017-01-01	JAMES P DAVIS	2018-07-31	JAMES P DAVIS	2018-07-31
001	2016-01-01	JAMES P DAVIS	2017-10-16	JAMES P DAVIS	2017-10-16
001	2015-01-01	JAMES P DAVIS		JAMES P DAVIS	2016-08-01
001	2014-01-01	JAMES P DAVIS		JAMES P DAVIS	2015-07-31
001	2013-01-01	JAMES P DAVIS
001	2012-01-01	JAMES P. DAVIS
001	2011-01-01	JAMES P DAVIS		JAMES P DAVIS	2012-10-16
001	2009-01-01	JAMES DAVIS

Plan Statistics for DAVIS, JAMES P., PLLC

401k plan membership statisitcs for DAVIS, JAMES P., PLLC

Measure Date Value
2015: DAVIS, JAMES P., PLLC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVIS, JAMES P., PLLC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVIS, JAMES P., PLLC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVIS, JAMES P., PLLC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVIS, JAMES P., PLLC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DAVIS, JAMES P., PLLC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: DAVIS, JAMES P., PLLC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVIS, JAMES P., PLLC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVIS, JAMES P., PLLC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVIS, JAMES P., PLLC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVIS, JAMES P., PLLC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DAVIS, JAMES P., PLLC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
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, JAMES P., PLLC

Measure	Date	Value
2015 : DAVIS, JAMES P., PLLC 2015 401k financial data
Total income from all sources	2015-12-31	$4,634
Expenses. Total of all expenses incurred	2015-12-31	$26,928
Benefits paid (including direct rollovers)	2015-12-31	$26,928
Total plan assets at end of year	2015-12-31	$78,564
Total plan assets at beginning of year	2015-12-31	$100,858
Total contributions received or receivable from participants	2015-12-31	$2,240
Other income received	2015-12-31	$1,408
Net income (gross income less expenses)	2015-12-31	$-22,294
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$78,564
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$100,858
Assets. Value of participant loans	2015-12-31	$39,500
Total contributions received or receivable from employer(s)	2015-12-31	$986
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DAVIS, JAMES P., PLLC 2014 401k financial data
Total income from all sources	2014-12-31	$6,791
Expenses. Total of all expenses incurred	2014-12-31	$43,000
Benefits paid (including direct rollovers)	2014-12-31	$43,000
Total plan assets at end of year	2014-12-31	$100,858
Total plan assets at beginning of year	2014-12-31	$137,067
Total contributions received or receivable from participants	2014-12-31	$1,803
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$4,177
Net income (gross income less expenses)	2014-12-31	$-36,209
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$100,858
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$137,067
Assets. Value of participant loans	2014-12-31	$33,802
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$778
Total contributions received or receivable from employer(s)	2014-12-31	$811
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, JAMES P., PLLC 2013 401k financial data
Total income from all sources	2013-12-31	$26,101
Expenses. Total of all expenses incurred	2013-12-31	$90,000
Benefits paid (including direct rollovers)	2013-12-31	$90,000
Total plan assets at end of year	2013-12-31	$137,067
Total plan assets at beginning of year	2013-12-31	$200,966
Total contributions received or receivable from participants	2013-12-31	$1,577
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$23,893
Net income (gross income less expenses)	2013-12-31	$-63,899
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$137,067
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$200,966
Assets. Value of participant loans	2013-12-31	$29,692
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$2,061
Total contributions received or receivable from employer(s)	2013-12-31	$631
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, JAMES P., PLLC 2012 401k financial data
Total income from all sources	2012-12-31	$23,477
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$200,966
Total plan assets at beginning of year	2012-12-31	$177,488
Total contributions received or receivable from participants	2012-12-31	$2,151
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$20,128
Net income (gross income less expenses)	2012-12-31	$23,477
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$200,966
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$177,488
Assets. Value of participant loans	2012-12-31	$43,913
Total contributions received or receivable from employer(s)	2012-12-31	$1,198
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : DAVIS, JAMES P., PLLC 2011 401k financial data
Total income from all sources	2011-12-31	$7,851
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	$177,488
Total plan assets at beginning of year	2011-12-31	$169,637
Total contributions received or receivable from participants	2011-12-31	$2,548
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	$3,904
Net income (gross income less expenses)	2011-12-31	$7,851
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$177,488
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$169,637
Assets. Value of participant loans	2011-12-31	$45,591
Total contributions received or receivable from employer(s)	2011-12-31	$1,399
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : DAVIS, JAMES P., PLLC 2010 401k financial data
Total income from all sources	2010-12-31	$23,240
Expenses. Total of all expenses incurred	2010-12-31	$977
Benefits paid (including direct rollovers)	2010-12-31	$977
Total plan assets at end of year	2010-12-31	$169,637
Total plan assets at beginning of year	2010-12-31	$147,374
Total contributions received or receivable from participants	2010-12-31	$2,845
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	$18,702
Net income (gross income less expenses)	2010-12-31	$22,263
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$169,637
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$147,374
Assets. Value of participant loans	2010-12-31	$46,447
Total contributions received or receivable from employer(s)	2010-12-31	$1,693
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for DAVIS, JAMES P., PLLC

2015: DAVIS, JAMES P., PLLC 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: DAVIS, JAMES P., PLLC 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, JAMES P., PLLC 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: DAVIS, JAMES P., PLLC 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, JAMES P., PLLC 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, JAMES P., PLLC 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 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:	JAMES P. DAVIS, PLLC
Employer identification number (EIN):	481266363
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2002-07-01
Company Identification Number:	602218031
Legal Registered Office Address:	8404 VASHON DR NE LACEY United States of America (USA) 985161368