How big is Davis Goldman, PLLC's plan?

Davis Goldman, PLLC's plan reported $506K in assets and 10 participants for 2024.

Original filing (PDF)20251014095719NAL0002460209001

Davis Goldman, PLLC

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

Form 5500-SF

FILING_RECEIVED

Davis Goldman Cash Balance Plan

Defined-benefit pension plan · Davis Goldman, PLLC's Davis Goldman Cash Balance Plan held $506K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$506K

Net assets (EOY)

$506K

Plan identifiers

Davis Goldman, PLLC's EIN is 47-5595614.

EIN 47-5595614

Plan number 002

Plan year 2024

ACK ID 20251014095719NAL0002460209001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score