How big is Bryan Davis, M.D.'s plan?

Bryan Davis, M.D.'s plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250611113052NAL0025896080001

Bryan Davis, M.D.

Name: Bryan Davis, M.D. — Bryan Davis, M.D. Safe Harbor, Form 5500 (2024)
Creator: Bryan Davis, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bryan Davis, M.D. Safe Harbor 401(k) PS Plan

401(k) retirement plan · Bryan Davis, M.D.'s Bryan Davis, M.D. Safe Harbor 401(k) PS Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Kelley L Davis signed Bryan Davis, M.D.'s 2024 Form 5500 as plan administrator.

Kelley L 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

Bryan Davis, M.D.'s EIN is 48-1291255.

EIN 48-1291255

Plan number 001

Plan year 2024

ACK ID 20250611113052NAL0025896080001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bryan Davis, M.D.'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 BRYAN DAVIS, M.D..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

BRYAN DAVIS, M.D.

EIN

all filings

Address

129 CREEKBEND BOULEVARD · NACOGDOCHES, TX · 75965

Phone

(832) 257-4356

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator