How big is Davis Goldman, PLLC's plan?

Davis Goldman, PLLC's plan reported $2.0M in assets and 10 participants for 2024.

Original filing (PDF)20250915150338NAL0001248337001

Davis Goldman, PLLC

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

Form 5500-SF

FILING_RECEIVED

Davis Goldman 401(k) Plan

401(k) retirement plan · Davis Goldman, PLLC's Davis Goldman 401(k) Plan held $2.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Lucinda AKEL signed Davis Goldman, PLLC's 2024 Form 5500 as plan administrator.

Lucinda AKEL — 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 Goldman, PLLC's EIN is 47-5595614.

EIN 47-5595614

Plan number 001

Plan year 2024

ACK ID 20250915150338NAL0001248337001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Goldman, PLLC'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 DAVIS GOLDMAN, PLLC.

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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