Logo

EDWIN M DAVIS DDS PROFIT SHARING PLAN 401k Plan overview

Plan NameEDWIN M DAVIS DDS PROFIT SHARING PLAN
Plan identification number 001

EDWIN M DAVIS DDS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • 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.

401k Sponsoring company profile

EDWIN M DAVIS has sponsored the creation of one or more 401k plans.

Company Name:EDWIN M DAVIS
Employer identification number (EIN):521402367
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWIN M DAVIS DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EDWIN M DAVIS,DDS EDWIN M. DAVIS, DDS2018-10-09
0012016-01-01EDWIN M DAVIS,DDS EDWIN M. DAVIS, DDS2017-09-28
0012015-01-01EDWIN M DAVIS,DDS EDWIN M. DAVIS, DDS2016-10-05
0012014-01-01EDWIN M DAVIS,DDS EDWIN M. DAVIS, DDS2015-09-28
0012013-01-01EDWIN M DAVIS,DDS EDWIN M. DAVIS, DDS2014-09-19
0012012-01-01EDWIN M DAVIS,DDS EDWIN M. DAVIS, DDS2013-08-07
0012011-01-01EDWIN M DAVIS,DDS EDWIN M. DAVIS, DDS2012-07-09
0012009-01-01EDWIN M DAVIS,DDS EDWIN M. DAVIS, DDS2010-06-25
0012009-01-01EDWIN M DAVIS,DDS EDWIN M. DAVIS, DDS2010-06-25

Plan Statistics for EDWIN M DAVIS DDS PROFIT SHARING PLAN

401k plan membership statisitcs for EDWIN M DAVIS DDS PROFIT SHARING PLAN

Measure Date Value
2022: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
2020: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on EDWIN M DAVIS DDS PROFIT SHARING PLAN

Measure Date Value
2022 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-208,046
Total plan assets at end of year2022-12-31$1,253,841
Total plan assets at beginning of year2022-12-31$1,461,887
Value of fidelity bond covering the plan2022-12-31$80,000
Other income received2022-12-31$-236,351
Net income (gross income less expenses)2022-12-31$-208,046
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,253,841
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,461,887
Total contributions received or receivable from employer(s)2022-12-31$28,305
2021 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$180,736
Total plan assets at end of year2021-12-31$1,461,887
Total plan assets at beginning of year2021-12-31$1,281,151
Value of fidelity bond covering the plan2021-12-31$80,000
Other income received2021-12-31$152,584
Net income (gross income less expenses)2021-12-31$180,736
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,461,887
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,281,151
Total contributions received or receivable from employer(s)2021-12-31$28,152
Funding deficiency by the employer to the plan for this plan year2021-12-31$-28,152
Amount contributed by the employer to the plan for this plan year2021-12-31$28,152
2020 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$188,370
Expenses. Total of all expenses incurred2020-12-31$979
Benefits paid (including direct rollovers)2020-12-31$979
Total plan assets at end of year2020-12-31$1,281,151
Total plan assets at beginning of year2020-12-31$1,093,760
Value of fidelity bond covering the plan2020-12-31$80,000
Other income received2020-12-31$161,218
Net income (gross income less expenses)2020-12-31$187,391
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,281,151
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,093,760
Total contributions received or receivable from employer(s)2020-12-31$27,152
Funding deficiency by the employer to the plan for this plan year2020-12-31$-27,152
Amount contributed by the employer to the plan for this plan year2020-12-31$27,152
2019 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$194,063
Expenses. Total of all expenses incurred2019-12-31$46,860
Benefits paid (including direct rollovers)2019-12-31$46,860
Total plan assets at end of year2019-12-31$1,093,760
Total plan assets at beginning of year2019-12-31$946,557
Value of fidelity bond covering the plan2019-12-31$80,000
Other income received2019-12-31$164,857
Net income (gross income less expenses)2019-12-31$147,203
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,093,760
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$946,557
Total contributions received or receivable from employer(s)2019-12-31$29,206
Funding deficiency by the employer to the plan for this plan year2019-12-31$-29,206
Amount contributed by the employer to the plan for this plan year2019-12-31$29,206
2018 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-68,316
Expenses. Total of all expenses incurred2018-12-31$2,000
Benefits paid (including direct rollovers)2018-12-31$2,000
Total plan assets at end of year2018-12-31$946,557
Total plan assets at beginning of year2018-12-31$1,016,873
Value of fidelity bond covering the plan2018-12-31$80,000
Other income received2018-12-31$-97,721
Net income (gross income less expenses)2018-12-31$-70,316
Net plan assets at end of year (total assets less liabilities)2018-12-31$946,557
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,016,873
Total contributions received or receivable from employer(s)2018-12-31$29,405
Funding deficiency by the employer to the plan for this plan year2018-12-31$-29,405
Amount contributed by the employer to the plan for this plan year2018-12-31$29,405
2017 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$161,934
Expenses. Total of all expenses incurred2017-12-31$8,000
Benefits paid (including direct rollovers)2017-12-31$8,000
Total plan assets at end of year2017-12-31$1,016,873
Total plan assets at beginning of year2017-12-31$862,939
Value of fidelity bond covering the plan2017-12-31$80,000
Other income received2017-12-31$132,359
Net income (gross income less expenses)2017-12-31$153,934
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,016,873
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$862,939
Total contributions received or receivable from employer(s)2017-12-31$29,575
Funding deficiency by the employer to the plan for this plan year2017-12-31$-29,575
Amount contributed by the employer to the plan for this plan year2017-12-31$29,575
2016 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$83,021
Total plan assets at end of year2016-12-31$862,939
Total plan assets at beginning of year2016-12-31$779,918
Value of fidelity bond covering the plan2016-12-31$80,000
Other income received2016-12-31$53,270
Net income (gross income less expenses)2016-12-31$83,021
Net plan assets at end of year (total assets less liabilities)2016-12-31$862,939
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$779,918
Total contributions received or receivable from employer(s)2016-12-31$29,751
Funding deficiency by the employer to the plan for this plan year2016-12-31$-29,751
Amount contributed by the employer to the plan for this plan year2016-12-31$29,751
2015 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$13,787
Total plan assets at end of year2015-12-31$779,918
Total plan assets at beginning of year2015-12-31$766,131
Value of fidelity bond covering the plan2015-12-31$80,000
Other income received2015-12-31$-16,315
Net income (gross income less expenses)2015-12-31$13,787
Net plan assets at end of year (total assets less liabilities)2015-12-31$779,918
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$766,131
Total contributions received or receivable from employer(s)2015-12-31$30,102
Funding deficiency by the employer to the plan for this plan year2015-12-31$-30,102
Amount contributed by the employer to the plan for this plan year2015-12-31$30,102
2014 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$94,314
Total plan assets at end of year2014-12-31$766,131
Total plan assets at beginning of year2014-12-31$671,817
Value of fidelity bond covering the plan2014-12-31$80,000
Other income received2014-12-31$63,399
Net income (gross income less expenses)2014-12-31$94,314
Net plan assets at end of year (total assets less liabilities)2014-12-31$766,131
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$671,817
Total contributions received or receivable from employer(s)2014-12-31$30,915
Funding deficiency by the employer to the plan for this plan year2014-12-31$-30,915
Amount contributed by the employer to the plan for this plan year2014-12-31$30,915
2013 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$115,094
Expenses. Total of all expenses incurred2013-12-31$6,000
Benefits paid (including direct rollovers)2013-12-31$6,000
Total plan assets at end of year2013-12-31$671,817
Total plan assets at beginning of year2013-12-31$562,723
Value of fidelity bond covering the plan2013-12-31$80,000
Other income received2013-12-31$84,521
Net income (gross income less expenses)2013-12-31$109,094
Net plan assets at end of year (total assets less liabilities)2013-12-31$671,817
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$562,723
Total contributions received or receivable from employer(s)2013-12-31$30,573
Funding deficiency by the employer to the plan for this plan year2013-12-31$-30,574
Amount contributed by the employer to the plan for this plan year2013-12-31$30,574
2012 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$88,143
Total plan assets at end of year2012-12-31$562,723
Total plan assets at beginning of year2012-12-31$474,580
Other income received2012-12-31$57,905
Net income (gross income less expenses)2012-12-31$88,143
Net plan assets at end of year (total assets less liabilities)2012-12-31$562,723
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$474,580
Total contributions received or receivable from employer(s)2012-12-31$30,238
Funding deficiency by the employer to the plan for this plan year2012-12-31$-30,238
Amount contributed by the employer to the plan for this plan year2012-12-31$30,238
2011 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$5,824
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$474,580
Total plan assets at beginning of year2011-12-31$468,756
Other income received2011-12-31$-33,119
Net income (gross income less expenses)2011-12-31$5,824
Net plan assets at end of year (total assets less liabilities)2011-12-31$474,580
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$468,756
Total contributions received or receivable from employer(s)2011-12-31$38,943
Funding deficiency by the employer to the plan for this plan year2011-12-31$-38,942
Amount contributed by the employer to the plan for this plan year2011-12-31$38,942
2010 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$68,470
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$468,756
Total plan assets at beginning of year2010-12-31$400,286
Other income received2010-12-31$43,985
Net income (gross income less expenses)2010-12-31$68,470
Net plan assets at end of year (total assets less liabilities)2010-12-31$468,756
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$400,286
Total contributions received or receivable from employer(s)2010-12-31$24,485
Funding deficiency by the employer to the plan for this plan year2010-12-31$-24,485
Amount contributed by the employer to the plan for this plan year2010-12-31$24,485
2009 : EDWIN M DAVIS DDS PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$-25,190
Amount contributed by the employer to the plan for this plan year2009-12-31$25,190

Form 5500 Responses for EDWIN M DAVIS DDS PROFIT SHARING PLAN

2022: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EDWIN M DAVIS DDS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1