How big is Davis, Gregory & Kyle, Inc.'s plan?

Davis, Gregory & Kyle, Inc.'s plan reported $1.0M in assets and 13 participants for 2025.

Original filing (PDF)20260520135738NAL0001931937001

Davis, Gregory & Kyle, Inc.

Name: Davis, Gregory & Kyle, Inc. — DGK Insurance 401(k), Form 5500 (2025)
Creator: Davis, Gregory & Kyle, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DGK Insurance 401(k) Profit Sharing Plan

401(k) retirement plan · Davis, Gregory & Kyle, Inc.'s DGK Insurance 401(k) Profit Sharing Plan held $1.0M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Max Gannon signed Davis, Gregory & Kyle, Inc.'s 2025 Form 5500 as plan administrator.

Max Gannon — 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

Davis, Gregory & Kyle, Inc.'s EIN is 23-2071471.

EIN 23-2071471

Plan number 004

Plan year 2025

ACK ID 20260520135738NAL0001931937001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Davis, Gregory & Kyle, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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