401k Plan data: W.M. DAVIS, INC. 401(K) PLAN plan

W.M. DAVIS, INC. 401(K) PLAN 401k Plan overview

Plan Name	W.M. DAVIS, INC. 401(K) PLAN
Plan identification number	001

W.M. DAVIS, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

W.M. DAVIS, INC. has sponsored the creation of one or more 401k plans.

Company Name: W.M. DAVIS, INC.

Employer identification number (EIN): 521514233

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W.M. DAVIS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BARBARA WIBLE 2024-02-01 BARBARA WIBLE 2024-02-01
001 2022-01-01 BARBARA WIBLE 2023-01-30 BARBARA WIBLE 2023-01-30
001 2021-01-01 BARBARA WIBLE 2022-03-29 BARBARA WIBLE 2022-03-29
001 2020-01-01 BARBARA WIBLE 2021-03-04 BARBARA WIBLE 2021-03-04
001 2019-01-01 BARBARA WIBLE 2020-07-31 BARBARA WIBLE 2020-07-31
001 2018-01-01 WENDY HOOP 2019-05-10 WENDY HOOP 2019-05-10
001 2017-01-01 WAYNE DAVIS 2018-05-01 WAYNE DAVIS 2018-05-01
001 2016-01-01 WENDY HOOP 2017-07-05 WENDY HOOP 2017-07-05
001 2015-01-01 WAYNE DAVIS 2016-05-05 WAYNE DAVIS 2016-05-05
001 2014-01-01 WENDY HOOP 2015-04-20 WENDY HOOP 2015-04-20
001 2013-01-01 WENDY HOOP 2014-04-10 WENDY HOOP 2014-04-10
001 2012-01-01 WENDY HOOP 2013-05-08 WAYNE DAVIS 2013-05-08
001 2011-01-01 WENDY HOOP 2012-07-23 WENDY HOOP 2012-07-23
001 2010-01-01 WENDY HOOP 2011-06-01 WENDY HOOP 2011-06-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BARBARA WIBLE	2024-02-01	BARBARA WIBLE	2024-02-01
001	2022-01-01	BARBARA WIBLE	2023-01-30	BARBARA WIBLE	2023-01-30
001	2021-01-01	BARBARA WIBLE	2022-03-29	BARBARA WIBLE	2022-03-29
001	2020-01-01	BARBARA WIBLE	2021-03-04	BARBARA WIBLE	2021-03-04
001	2019-01-01	BARBARA WIBLE	2020-07-31	BARBARA WIBLE	2020-07-31
001	2018-01-01	WENDY HOOP	2019-05-10	WENDY HOOP	2019-05-10
001	2017-01-01	WAYNE DAVIS	2018-05-01	WAYNE DAVIS	2018-05-01
001	2016-01-01	WENDY HOOP	2017-07-05	WENDY HOOP	2017-07-05
001	2015-01-01	WAYNE DAVIS	2016-05-05	WAYNE DAVIS	2016-05-05
001	2014-01-01	WENDY HOOP	2015-04-20	WENDY HOOP	2015-04-20
001	2013-01-01	WENDY HOOP	2014-04-10	WENDY HOOP	2014-04-10
001	2012-01-01	WENDY HOOP	2013-05-08	WAYNE DAVIS	2013-05-08
001	2011-01-01	WENDY HOOP	2012-07-23	WENDY HOOP	2012-07-23
001	2010-01-01	WENDY HOOP	2011-06-01	WENDY HOOP	2011-06-01

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Company Name:	W.M. DAVIS, INC.
Employer identification number (EIN):	521514233
NAIC Classification:	236200