How big is DRS. Kurtis and Joanne Davis, PC's plan?

DRS. Kurtis and Joanne Davis, PC's plan reported $1.0M in assets and 14 participants for 2022.

Original filing (PDF)20230706094933NAL0009550179001

DRS. Kurtis and Joanne Davis, PC

Name: DRS. Kurtis and Joanne Davis, PC — Davis Family, Form 5500 (2022)
Creator: DRS. Kurtis and Joanne Davis, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Family Dentistry 401(k) Plan

401(k) retirement plan · DRS. Kurtis and Joanne Davis, PC's Davis Family Dentistry 401(k) Plan held $1.0M in plan assets for 14 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

DRS. Kurtis and Joanne Davis, PC's EIN is 32-0025711.

EIN 32-0025711

Plan number 001

Plan year 2022

ACK ID 20230706094933NAL0009550179001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for DRS. Kurtis and Joanne Davis, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

DRS. Kurtis and Joanne Davis, PC'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 DRS. KURTIS AND JOANNE DAVIS, PC.

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Plan health score

Above-average plan

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