401k Plan data: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN plan

MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN
Plan identification number	001

MASON DAVIS COMPANY, INC. 401K PROFIT SHARING 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.
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

MASON-DAVIS COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: MASON-DAVIS COMPANY, INC.

Employer identification number (EIN): 541124591

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 EUGENE MASON 2023-10-16
001 2021-01-01 EUGENE MASON 2022-07-27
001 2020-01-01 EUGENE MASON 2021-08-09
001 2019-01-01 EUGENE MASON 2021-02-03
001 2018-01-01 EUGENE MASON 2019-07-29 EUGENE MASON 2019-08-05
001 2017-01-01 EUGENE A. MASON 2018-08-29 EUGENE A. MASON 2018-08-29
001 2016-01-01 EUGENE A. MASON 2017-07-24 EUGENE A. MASON 2017-07-24
001 2015-01-01 EUGENE A. MASON 2016-07-27 EUGENE A. MASON 2016-07-27
001 2014-01-01 EUGENE A. MASON
001 2013-01-01 EUGENE A. MASON
001 2012-01-01 EUGENE A. MASON
001 2011-01-01 EUGENE A. MASON
001 2010-01-01 EUGENE A. MASON
001 2009-01-01 EUGENE A. MASON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	EUGENE MASON	2023-10-16
001	2021-01-01	EUGENE MASON	2022-07-27
001	2020-01-01	EUGENE MASON	2021-08-09
001	2019-01-01	EUGENE MASON	2021-02-03
001	2018-01-01	EUGENE MASON	2019-07-29	EUGENE MASON	2019-08-05
001	2017-01-01	EUGENE A. MASON	2018-08-29	EUGENE A. MASON	2018-08-29
001	2016-01-01	EUGENE A. MASON	2017-07-24	EUGENE A. MASON	2017-07-24
001	2015-01-01	EUGENE A. MASON	2016-07-27	EUGENE A. MASON	2016-07-27
001	2014-01-01	EUGENE A. MASON
001	2013-01-01	EUGENE A. MASON
001	2012-01-01	EUGENE A. MASON
001	2011-01-01	EUGENE A. MASON
001	2010-01-01	EUGENE A. MASON
001	2009-01-01	EUGENE A. MASON

Plan Statistics for MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2014: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
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 2
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
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 2
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
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 2
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
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 2
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 4
2009: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING 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 2
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 2
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2014: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
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	2
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
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	2
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
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	2
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
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	2
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	4
2009: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING 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	2
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	2
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2014 : MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$14,732
Total plan assets at end of year	2014-12-31	$154,934
Total plan assets at beginning of year	2014-12-31	$140,202
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$396
Other income received	2014-12-31	$13,940
Net income (gross income less expenses)	2014-12-31	$14,732
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$154,934
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$140,202
Total contributions received or receivable from employer(s)	2014-12-31	$396
2013 : MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$24,530
Total plan assets at end of year	2013-12-31	$140,202
Total plan assets at beginning of year	2013-12-31	$115,672
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$1,399
Other income received	2013-12-31	$22,135
Net income (gross income less expenses)	2013-12-31	$24,530
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$140,202
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$115,672
Total contributions received or receivable from employer(s)	2013-12-31	$996
2012 : MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$6,692
Total plan assets at end of year	2012-12-31	$115,672
Total plan assets at beginning of year	2012-12-31	$108,980
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$792
Other income received	2012-12-31	$5,108
Net income (gross income less expenses)	2012-12-31	$6,692
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$115,672
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$108,980
Total contributions received or receivable from employer(s)	2012-12-31	$792
2011 : MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$14,849
Total plan assets at end of year	2011-12-31	$108,980
Total plan assets at beginning of year	2011-12-31	$94,131
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$396
Other income received	2011-12-31	$14,057
Net income (gross income less expenses)	2011-12-31	$14,849
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$108,980
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$94,131
Total contributions received or receivable from employer(s)	2011-12-31	$396
2010 : MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$13,616
Total plan assets at end of year	2010-12-31	$94,131
Total plan assets at beginning of year	2010-12-31	$80,515
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$396
Other income received	2010-12-31	$12,824
Net income (gross income less expenses)	2010-12-31	$13,616
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$94,131
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$80,515
Total contributions received or receivable from employer(s)	2010-12-31	$396

Form 5500 Responses for MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN

2014: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MASON DAVIS COMPANY, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MASON-DAVIS COMPANY, INC.
Employer identification number (EIN):	541124591
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers