Original filing (PDF)20230518101454NAL0003201537001

DAVIS CPA GROUP INC

Name: DAVIS CPA GROUP INC — DAVIS CPA GROUP INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: DAVIS CPA GROUP INC

Form 5500-SF

FILING_RECEIVED

DAVIS CPA GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 DAVIS CPA GROUP INC.

Plan sponsor

Name

DAVIS CPA GROUP INC

EIN

20-2135786

Address

1400 CHEWS LANDING RD · STE 5 · LAUREL SPRINGS, NJ · 080212770

Phone

(856) 627-2100

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

WINGATE KIRKLAND OPERATING LLC

WINGATE KIRKLAND OPERATING LLC 401K PS PLAN

$366K · 10 participants

CAMP KUDZU, INC.

CAMP KUDZU, INC. 403(B) PLAN

$357K · 9 participants

HARRIMAN SUMMER CAMP, S-11 INC.

HARRIMAN SUMMER CAMP 403(B) PLAN

$357K · 96 participants

CAMP HASC, INC.

403(B) THRIFT PLAN FOR EMPLOYEES OF CAMP HASC, INC.

$372K · 226 participants

OPTIMUM DEALERSHIP GROUP LLC

OPTIMUM DEALERSHIP GROUP LLC 401(K) PLAN