Original filing (PDF)20250731092206NAL0005041665001

LATSHA DAVIS & MARSHALL, P.C.

Name: LATSHA DAVIS & MARSHALL, P.C. — LATSHA DAVIS & MARSHALL, P. C. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: LATSHA DAVIS & MARSHALL, P.C.

Form 5500-SF

FILING_RECEIVED

LATSHA DAVIS & MARSHALL, P. C. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LATSHA DAVIS & MARSHALL, P.C..

Plan sponsor

Name

LATSHA DAVIS & MARSHALL, P.C.

EIN

25-1735093

Address

1250 CAMP HILL BYPASS · SUITE 110 · CAMP HILL, PA · 17011

Phone

(717) 620-2424

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

MELTON, ESPY & WILLIAMS P.C.

MELTON, ESPY & WILLIAMS P.C. PROFIT SHARING PLAN

$7.2M · 13 participants

DISABILITY RIGHTS WISCONSIN, INC.

DISABILITY RIGHTS WISCONSIN, INC. RETIREMENT SAVINGS PLAN

$7.2M · 73 participants

ROSEN & ASSOCIATES, LLP

ROSEN & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN

$7.2M · 38 participants

BYRNE & O'NEILL, LLP

BYRNE & O'NEILL LLP 401(K) PLAN

$7.1M · 12 participants

SELIP & STYLIANOU, LLP

SELIP & STYLIANOU, LLP 401(K) SAVINGS PLAN