How big is Davis & Wallman Financial's plan?

Davis & Wallman Financial's plan reported $14K in assets and 4 participants for 2023.

Original filing (PDF)20250428155525NAL0028655986001

Davis & Wallman Financial

Name: Davis & Wallman Financial — Davis & Wallman, Form 5500 (2023)
Creator: Davis & Wallman Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis & Wallman Financial CBIN Benefit Plan

Health & welfare plan · Davis & Wallman Financial's Davis & Wallman Financial CBIN Benefit Plan held $14K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14K

Net assets (EOY)

$5K

People on this filing

Brett Hulse signed Davis & Wallman Financial's 2023 Form 5500 as plan administrator.

Brett Hulse — 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 & Wallman Financial's EIN is 45-3482500.

EIN 45-3482500

Plan number 501

Plan year 2023

ACK ID 20250428155525NAL0028655986001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Davis & Wallman Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Davis & Wallman Financial's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVIS & WALLMAN FINANCIAL.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score