How big is Davis & Engert, P.C.'s plan?

Davis & Engert, P.C.'s plan reported $6.6M in assets and 10 participants for 2024.

Original filing (PDF)20250611230442NAL0012541811001

Davis & Engert, P.C.

Name: Davis & Engert, P.C. — Davis & Engert, P.C. 401(k), Form 5500 (2024)
Creator: Davis & Engert, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis & Engert, P.C. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Davis & Engert, P.C.'s Davis & Engert, P.C. 401(k) Profit Sharing Plan & Trust held $6.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

Arlene Engert signed Davis & Engert, P.C.'s 2024 Form 5500 as plan administrator.

Arlene Engert — 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 & Engert, P.C.'s EIN is 36-3554839.

EIN 36-3554839

Plan number 002

Plan year 2024

ACK ID 20250611230442NAL0012541811001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis & Engert, P.C.'s plan includes profit-sharing, a 401(k) feature, 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 & ENGERT, P.C..

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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