· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAVIDSON & STONE PLLC — THE DAVIDSON & STONE, PLLC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241120125112NAL0003586993001
DAVIDSON & STONE PLLC
Form 5500-SF
FILING_RECEIVED
THE DAVIDSON & STONE, PLLC 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAVIDSON & STONE PLLC
.
Find decision makers
Plan sponsor
Name
DAVIDSON & STONE PLLC
EIN
22-3865956
Address
PO BOX 4140 · CONCORD, NH · 033024140
Phone
(603) 223-0037
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2024-11-20
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
TANDEM CPAS, LLC
TANDEM CPAS, LLC 401(K) PLAN
$1.4M · 15 participants
THE KEENAN GROUP, P.C.
THE KEENAN GROUP 401(K) PLAN
$1.4M · 10 participants
ROBERT E. CARROLL, CPA
ROBERT E. CARROLL, CPA 401(K) PLAN
$1.4M · 8 participants
GARY N. COOPER, CPA, PC
GARY N. COOPER, CPA, PC 401(K) PLAN
$1.4M · 12 participants
LALLMAN CPAS + ADVISORS, P.A.
LALLMAN 401(K) PLAN
$1.4M · 8 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TEMBO CPAS, LLC
TEMBO CPAS, LLC 401(K) PLAN
$1.4M · 24 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants
