How big is Isaac E. Davison DDS., Ltd.'s plan?

Isaac E. Davison DDS., Ltd.'s plan reported $1.5M in assets and 11 participants for 2024.

Original filing (PDF)20250519151713NAL0001215059001

Isaac E. Davison DDS., Ltd.

Name: Isaac E. Davison DDS., Ltd. — Isaac E. Davison, Form 5500 (2024)
Creator: Isaac E. Davison DDS., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Isaac E. Davison, D.D.S., Ltd. Profit Sharing Plan

401(k) retirement plan · Isaac E. Davison DDS., Ltd.'s Isaac E. Davison, D.D.S., Ltd. Profit Sharing Plan held $1.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Isaac Davison signed Isaac E. Davison DDS., Ltd.'s 2024 Form 5500 as plan administrator.

Isaac Davison — 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

Isaac E. Davison DDS., Ltd.'s EIN is 26-1999968.

EIN 26-1999968

Plan number 001

Plan year 2024

ACK ID 20250519151713NAL0001215059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Isaac E. Davison DDS., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Isaac E. Davison DDS., Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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