Original filing (PDF)20230809110143NAL0026959409001

Samuel G. Davies, PLLC

Name: Samuel G. Davies, PLLC — Samuel G. Davies, P.L.L.C., Form 5500 (2022)
Creator: Samuel G. Davies, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samuel G. Davies, P.L.L.C. Profit Sharing Plan

401(k) retirement plan · Samuel G. Davies, PLLC's Samuel G. Davies, P.L.L.C. Profit Sharing Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Samuel G. Davies, PLLC's EIN is 20-2068286.

EIN 20-2068286

Plan number 001

Plan year 2022

ACK ID 20230809110143NAL0026959409001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Samuel G. Davies, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Samuel G. Davies, PLLC'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 SAMUEL G. DAVIES, PLLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score