Original filing (PDF)20240724080127NAL0027802418001

GREGORY DAVIS DMD PC

Name: GREGORY DAVIS DMD PC — GREGORY DAVIS, DMD, PC 401(K) PLAN, Form 5500 (2023)
Creator: GREGORY DAVIS DMD PC

Form 5500-SF

FILING_RECEIVED

GREGORY DAVIS, DMD, PC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

GREGORY DAVIS DMD PC

EIN

11-3615220all filings

Address

325 MEETING HOUSE LANE · SOUTHAMPTON, NY · 11968

Phone

(631) 287-3600

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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