How big is Davis and Davis, Inc.'s plan?

Davis and Davis, Inc.'s plan reported $1.2M in assets and 20 participants for 2024.

Original filing (PDF)20250609144724NAL0012380611001

Davis and Davis, Inc.

Name: Davis and Davis, Inc. — Davis and Davis, Inc. 401(k), Form 5500 (2024)
Creator: Davis and Davis, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis and Davis, Inc. 401(k) Plan

401(k) retirement plan · Davis and Davis, Inc.'s Davis and Davis, Inc. 401(k) Plan held $1.2M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jonathan Davis signed Davis and Davis, Inc.'s 2024 Form 5500 as plan administrator.

Jonathan 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 and Davis, Inc.'s EIN is 42-1253895.

EIN 42-1253895

Plan number 001

Plan year 2024

ACK ID 20250609144724NAL0012380611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davis and Davis, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davis and Davis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 AND DAVIS, INC..

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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