How big is Davis, Bengtson & Young, APLC's plan?

Davis, Bengtson & Young, APLC's plan reported $3.0M in assets and 12 participants for 2024.

Original filing (PDF)20251013163309NAL0002396432001

Davis, Bengtson & Young, APLC

Name: Davis, Bengtson & Young, APLC — Davis & Young, APLC, Form 5500 (2024)
Creator: Davis, Bengtson & Young, APLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis & Young, APLC 401(k) Plan & Trust

401(k) retirement plan · Davis, Bengtson & Young, APLC's Davis & Young, APLC 401(k) Plan & Trust held $3.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Mark Davis signed Davis, Bengtson & Young, APLC's 2024 Form 5500 as plan administrator.

Mark Davis — 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, Bengtson & Young, APLC's EIN is 27-0646365.

EIN 27-0646365

Plan number 001

Plan year 2024

ACK ID 20251013163309NAL0002396432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davis, Bengtson & Young, APLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davis, Bengtson & Young, APLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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