How big is Joseph W. Davis, Inc.'s plan?

Joseph W. Davis, Inc.'s plan reported $1.1M in assets and 36 participants for 2025.

Original filing (PDF)20260514155319NAL0007540979001

Joseph W. Davis, Inc.

Name: Joseph W. Davis, Inc. — Joseph W. Davis, Inc. 401(k), Form 5500 (2025)
Creator: Joseph W. Davis, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph W. Davis, Inc. 401(k) Retirement Plan

401(k) retirement plan · Joseph W. Davis, Inc.'s Joseph W. Davis, Inc. 401(k) Retirement Plan held $1.1M in plan assets for 36 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Miranda Schwehr signed Joseph W. Davis, Inc.'s 2025 Form 5500 as plan administrator.

Miranda Schwehr — 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

Joseph W. Davis, Inc.'s EIN is 23-1968605.

EIN 23-1968605

Plan number 001

Plan year 2025

ACK ID 20260514155319NAL0007540979001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joseph W. Davis, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joseph W. Davis, 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 JOSEPH W. DAVIS, INC..

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Plan health score

Above-average plan

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