Original filing (PDF)20230929125404NAL0013571985001

JONATHAN D. DAVIS, P.C.

Name: JONATHAN D. DAVIS, P.C. — JONATHAN D. DAVIS P. C. CASH BALANCE PLAN, Form 5500 (2022)
Creator: JONATHAN D. DAVIS, P.C.

Form 5500-SF

FILING_RECEIVED

JONATHAN D. DAVIS P. C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONATHAN D. DAVIS, P.C..

Plan sponsor

Name

JONATHAN D. DAVIS, P.C.

EIN

13-3717294

Address

1 ROCKEFELLER PLAZA · SUITE 1712 · NEW YORK, NY · 10020

Phone

(212) 687-5464

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-29

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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