· 2022–2024 · DOL EFAST2

KAY Davis Associates LLC — KAY Davis Associates LLC, Form 5500 (2022)

Original filing (PDF)20230709205050NAL0010722051001

KAY Davis Associates LLC

Form 5500-SF

FILING_RECEIVED

KAY Davis Associates LLC 401(k) Plan

401(k) retirement plan · KAY Davis Associates LLC's KAY Davis Associates LLC 401(k) Plan held $169K in plan assets for 5 participants in 2022.

Active participants

5

Accounts w/ balance

7

Plan assets (EOY)

$169K

Net assets (EOY)

$169K

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

76

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

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

20-4488729all filings

Address

2216 WHEELER AVE. · HOUSTON, TX · 77004

Phone

(713) 541-5468

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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