Original filing (PDF)20251009155236NAL0006845025001

JOHN J DAVIS CPA PL DBA DAVIS & ASSOCIATES

Name: JOHN J DAVIS CPA PL DBA DAVIS & ASSOCIATES — DAVIS & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: JOHN J DAVIS CPA PL DBA DAVIS & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DAVIS & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$475K

Net assets (EOY)

$475K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN J DAVIS CPA PL DBA DAVIS & ASSOCIATES.

Plan sponsor

Name

JOHN J DAVIS CPA PL DBA DAVIS & ASSOCIATES

EIN

26-3876245all filings

Address

28901 TRAILS EDGE BLVD · SUITE 205 · BONITA SPRINGS, FL · 34134

Phone

(239) 444-5945

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator