DAVIS MARTIN POWELL & ASSOC. INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVIS-MARTIN-POWELL & ASSOC 401K PLAN
Measure | Date | Value |
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2014: DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 40 |
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 | 22 |
Total of all active and inactive participants | 2014-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 63 |
Number of participants with account balances | 2014-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2013: DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 35 |
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 | 22 |
Total of all active and inactive participants | 2013-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 58 |
Number of participants with account balances | 2013-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 6 |
2012: DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 33 |
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 | 21 |
Total of all active and inactive participants | 2012-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 55 |
Number of participants with account balances | 2012-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 9 |
2011: DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 53 |
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 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 53 |
Number of participants with account balances | 2011-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 40 |
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 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 40 |
Number of participants with account balances | 2010-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
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2014 : DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $-8 |
Total income from all sources | 2014-12-31 | $229,981 |
Expenses. Total of all expenses incurred | 2014-12-31 | $92,809 |
Benefits paid (including direct rollovers) | 2014-12-31 | $92,709 |
Total plan assets at end of year | 2014-12-31 | $2,700,190 |
Total plan assets at beginning of year | 2014-12-31 | $2,563,026 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $102,004 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $100 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $87,586 |
Net income (gross income less expenses) | 2014-12-31 | $137,172 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,700,190 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,563,026 |
Assets. Value of participant loans | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $40,391 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 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-MARTIN-POWELL & ASSOC 401K PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $8 |
Total income from all sources | 2013-12-31 | $454,168 |
Expenses. Total of all expenses incurred | 2013-12-31 | $211,942 |
Benefits paid (including direct rollovers) | 2013-12-31 | $208,893 |
Total plan assets at end of year | 2013-12-31 | $2,563,026 |
Total plan assets at beginning of year | 2013-12-31 | $2,320,792 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $94,992 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $225 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $319,693 |
Net income (gross income less expenses) | 2013-12-31 | $242,226 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,563,026 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,320,792 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $39,483 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $2,824 |
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-MARTIN-POWELL & ASSOC 401K PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $396,616 |
Expenses. Total of all expenses incurred | 2012-12-31 | $30,035 |
Benefits paid (including direct rollovers) | 2012-12-31 | $26,561 |
Total plan assets at end of year | 2012-12-31 | $2,320,792 |
Total plan assets at beginning of year | 2012-12-31 | $1,954,211 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Total contributions received or receivable from participants | 2012-12-31 | $97,819 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $150 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $226,649 |
Net income (gross income less expenses) | 2012-12-31 | $366,581 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,320,792 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,954,211 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $72,148 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $3,324 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $67,932 |
Expenses. Total of all expenses incurred | 2011-12-31 | $488,090 |
Benefits paid (including direct rollovers) | 2011-12-31 | $487,715 |
Total plan assets at end of year | 2011-12-31 | $1,954,211 |
Total plan assets at beginning of year | 2011-12-31 | $2,374,369 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Total contributions received or receivable from participants | 2011-12-31 | $101,097 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $375 |
Other income received | 2011-12-31 | $-106,825 |
Net income (gross income less expenses) | 2011-12-31 | $-420,158 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,954,211 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,374,369 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $73,660 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $53,415 |
Total income from all sources | 2010-12-31 | $359,450 |
Expenses. Total of all expenses incurred | 2010-12-31 | $651,047 |
Benefits paid (including direct rollovers) | 2010-12-31 | $644,071 |
Total plan assets at end of year | 2010-12-31 | $2,374,369 |
Total plan assets at beginning of year | 2010-12-31 | $2,612,551 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $112,429 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $275 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $221,011 |
Net income (gross income less expenses) | 2010-12-31 | $-291,597 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,374,369 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,612,551 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $26,010 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $6,701 |
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 |
2014: DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2014 form 5500 responses |
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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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2013 form 5500 responses |
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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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2012 form 5500 responses |
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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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2011 form 5500 responses |
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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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: DAVIS-MARTIN-POWELL & ASSOC 401K PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-820191 |
Policy instance | 1 |
Insurance contract or identification number | GA-820191 | Number of Individuals Covered | 45 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $6,432 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,432 | Insurance broker organization code? | 3 | Insurance broker name | M HOLDINGS SECURITIES INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-820191 |
Policy instance | 1 |
Insurance contract or identification number | GA-820191 | Number of Individuals Covered | 45 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $5,916 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,916 | Insurance broker organization code? | 3 | Insurance broker name | M HOLDINGS SECURITIES, INC. |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-820191 |
Policy instance | 1 |
Insurance contract or identification number | GA-820191 | Number of Individuals Covered | 34 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $5,222 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,222 | Insurance broker organization code? | 3 | Insurance broker name | M HOLDINGS SECURITIES, INC. |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-820191 |
Policy instance | 1 |
Insurance contract or identification number | GA-820191 | Number of Individuals Covered | 53 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $4,052 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-820191 |
Policy instance | 1 |
Insurance contract or identification number | GA-820191 | Number of Individuals Covered | 56 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $28,471 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $28,471 | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY LLC |
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