How big is Jonathan S. Davidson, DDS' plan?

Jonathan S. Davidson, DDS' plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20250708154803NAL0007172448001

Jonathan S. Davidson, DDS

Name: Jonathan S. Davidson, DDS — Jonathan Davidson DDS, Form 5500 (2024)
Creator: Jonathan S. Davidson, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan Davidson DDS, Ltd. 401(k) P/S Plan

401(k) retirement plan · Jonathan S. Davidson, DDS' Jonathan Davidson DDS, Ltd. 401(k) P/S Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Jonathan Davidson signed Jonathan S. Davidson, DDS' 2024 Form 5500 as plan administrator.

Jonathan Davidson — 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

Jonathan S. Davidson, DDS' EIN is 36-4478827.

EIN 36-4478827

Plan number 001

Plan year 2024

ACK ID 20250708154803NAL0007172448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan S. Davidson, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan S. Davidson, DDS' 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 JONATHAN S. DAVIDSON, DDS.

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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