· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PETER N. DAVIS & ASSOCIATES, LLC — PETER N. DAVIS ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015125951NAL0004914801001
PETER N. DAVIS & ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
PETER N. DAVIS ASSOCIATES PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
14
Accounts w/ balance
27
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PETER N. DAVIS & ASSOCIATES, LLC
.
Find decision makers
Plan sponsor
Name
PETER N. DAVIS & ASSOCIATES, LLC
EIN
14-1844634
Address
72 ESSEX STREET, SUITE 2 · LODI, NJ · 07644
Phone
(973) 279-7246
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
EDWARD J. DONAHUE, P.C.
EDWARD J. DONAHUE, P.C. CASH BALANCE PLAN
$8.4M · 17 participants
GEORGE SINK, PA INJURY LAWYERS
GEORGE SINK, P.A. INJURY LAWYERS 401(K) PROFIT SHARING PLAN
$8.4M · 144 participants
MCLAFFERTY & KROBERGER, P.C.
MCLAFFERTY & KROBERGER, P.C. PROFIT SHARING PLAN
$8.4M · 2 participants
GILPIN GIVHAN, P.C.
GILPIN GIVHAN, P.C. 401(K) PROFIT SHARING PLAN
$8.3M · 22 participants
BAKER, BURTON & LUNDY, PC
BAKER, BURTON & LUNDY, PC 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.3M · 16 participants
GREGORY, DOYLE, CALHOUN & ROGERS, L
GREGORY, DOYLE, CALHOUN & ROGERS, LLC 401(K) PROFIT SHARING PLAN
$8.4M · 21 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
