How big is Davis & Associates PC's plan?

Davis & Associates PC's plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20251014204545NAL0003711889001

Davis & Associates PC

Name: Davis & Associates PC — Davis & Associates Pension, Form 5500 (2024)
Creator: Davis & Associates PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis & Associates Pension TR

Defined-contribution retirement plan · Davis & Associates PC's Davis & Associates Pension TR held $1.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Mary Davis CODY signed Davis & Associates PC's 2024 Form 5500 as plan administrator.

Mary Davis CODY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Davis & Associates PC's EIN is 06-1448454.

EIN 06-1448454

Plan number 001

Plan year 2024

ACK ID 20251014204545NAL0003711889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davis & Associates PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davis & Associates PC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVIS & ASSOCIATES PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score