Original filing (PDF)20231011192532NAL0040532224001

HARRY DAVIS O.D., INC.

Name: HARRY DAVIS O.D., INC. — HARRY DAVIS O.D., INC. 401(K) PLAN, Form 5500 (2022)
Creator: HARRY DAVIS O.D., INC.

Form 5500-SF

FILING_RECEIVED

HARRY DAVIS O.D., INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 HARRY DAVIS O.D., INC..

Plan sponsor

Name

HARRY DAVIS O.D., INC.

EIN

31-1811075

Address

888 E COURT ST · URBANA, OH · 430781835

Phone

(937) 592-5005

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-18

Filed

2023-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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