How big is Davidson & Stone PLLC's plan?

Davidson & Stone PLLC's plan reported $1.4M in assets and 7 participants for 2023.

Original filing (PDF)20241120125112NAL0003586993001

Davidson & Stone PLLC

Name: Davidson & Stone PLLC — The Davidson & Stone, PLLC, Form 5500 (2023)
Creator: Davidson & Stone PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Davidson & Stone, PLLC 401(k) Plan

401(k) retirement plan · Davidson & Stone PLLC's The Davidson & Stone, PLLC 401(k) Plan held $1.4M in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

SUE-Anne Bourbeau signed Davidson & Stone PLLC's 2023 Form 5500 as plan administrator.

SUE-Anne Bourbeau — 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

Davidson & Stone PLLC's EIN is 22-3865956.

EIN 22-3865956

Plan number 001

Plan year 2023

ACK ID 20241120125112NAL0003586993001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Davidson & Stone PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Davidson & Stone PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVIDSON & STONE PLLC.

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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

Helping the score