Joe Davis Financial Associates, LLC
EIN 20-8032828MARION, NC
Joe Davis Financial Associates, LLC (EIN 20-8032828) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $5.4M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
6
Total assets
$5.4M
A Joe Davis Financial Associates, LLC employee? See the Joe Davis Financial Associates, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 20-8032828
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Joe Davis Financial Associates, LLC 401(k) Profit Sharing Plan and Trust | 001 | 6 | $5.4M |
About this EIN
20-8032828 is the Employer Identification Number (EIN) Joe Davis Financial Associates, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on North Carolina EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

