How big is Engel & Davis, LLP's plan?

Engel & Davis, LLP's plan reported $3.8M in assets and 4 participants for 2024.

Original filing (PDF)20250804103316NAL0002552130001

Engel & Davis, LLP

Name: Engel & Davis, LLP — Engel & Davis, LLP Profit, Form 5500 (2024)
Creator: Engel & Davis, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Engel & Davis, LLP Profit Sharing Plan

401(k) retirement plan · Engel & Davis, LLP's Engel & Davis, LLP Profit Sharing Plan held $3.8M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

John P. Engel signed Engel & Davis, LLP's 2024 Form 5500 as plan administrator.

John P. Engel — 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

Engel & Davis, LLP's EIN is 13-4201718.

EIN 13-4201718

Plan number 001

Plan year 2024

ACK ID 20250804103316NAL0002552130001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Engel & Davis, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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