Original filing (PDF)20250918050706NAL0002397458001

DR. JONATHAN B. DAVIS

Name: DR. JONATHAN B. DAVIS — JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2023)
Creator: DR. JONATHAN B. DAVIS

Form 5500-SF

FILING_RECEIVED

JONATHAN B. DAVIS DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 DR. JONATHAN B. DAVIS.

Plan sponsor

Name

DR. JONATHAN B. DAVIS

EIN

16-1716536

Address

16005 COMPRINT CIRCLE · GAITHERSBURG, MD · 20877

Phone

(301) 963-6700

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-31

Tax period

2024-12-30

Filed

2025-09-18

Pension benefit codes

1A · Pay-related DB formula

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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