Original filing (PDF)20231009211912NAL0036648864001

KAY DAVIS ASSOCIATES LLC

Name: KAY DAVIS ASSOCIATES LLC — KAY DAVIS ASSOCIATES LLC CASH BALANCE PLAN, Form 5500 (2022)
Creator: KAY DAVIS ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

KAY DAVIS ASSOCIATES LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

KAY DAVIS ASSOCIATES LLC

EIN

20-4488729

Address

2216 WHEELER AVE. · HOUSTON, TX · 77004

Phone

(713) 541-5468

Industry

Professional & Technical 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

2023-10-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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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