How big is Davis CPA Group Inc.'s plan?

Davis CPA Group Inc.'s plan reported $364K in assets and 36 participants for 2022.

Original filing (PDF)20230518101454NAL0003201537001

Davis CPA Group Inc.

Name: Davis CPA Group Inc. — Davis CPA Group Inc. 401(k), Form 5500 (2022)
Creator: Davis CPA Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis CPA Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Davis CPA Group Inc.'s Davis CPA Group Inc. 401(k) Profit Sharing Plan & Trust held $364K in plan assets for 36 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

People on this filing

Ronald Davis signed Davis CPA Group Inc.'s 2022 Form 5500 as plan administrator.

Ronald Davis — 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

Davis CPA Group Inc.'s EIN is 20-2135786.

EIN 20-2135786

Plan number 001

Plan year 2022

ACK ID 20230518101454NAL0003201537001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Davis CPA Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Davis CPA Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off