How big is Gregory Davis DMD PC's plan?

Gregory Davis DMD PC's plan reported $718K in assets and 7 participants for 2023.

Original filing (PDF)20240724080127NAL0027802418001

Gregory Davis DMD PC

Name: Gregory Davis DMD PC — Gregory Davis, DMD, PC 401(k), Form 5500 (2023)
Creator: Gregory Davis DMD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregory Davis, DMD, PC 401(k) Plan

401(k) retirement plan · Gregory Davis DMD PC's Gregory Davis, DMD, PC 401(k) Plan held $718K in plan assets for 7 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

People on this filing

TARA Evans signed Gregory Davis DMD PC's 2023 Form 5500 as plan administrator.

TARA Evans — 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

Gregory Davis DMD PC's EIN is 11-3615220.

EIN 11-3615220

Plan number 003

Plan year 2023

ACK ID 20240724080127NAL0027802418001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Gregory Davis DMD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Gregory Davis DMD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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