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

Patrick Davis, Inc.'s plan reported $340K in assets and 7 participants for 2024.

Original filing (PDF)20250711092908NAL0004131667001

Patrick Davis, Inc.

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

Form 5500-SF

FILING_RECEIVED

Patrick Davis, Inc. 401(k) Plan

401(k) retirement plan · Patrick Davis, Inc.'s Patrick Davis, Inc. 401(k) Plan held $340K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

People on this filing

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

Patrick 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

Patrick Davis, Inc.'s EIN is 48-4131892.

EIN 48-4131892

Plan number 001

Plan year 2024

ACK ID 20250711092908NAL0004131667001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patrick 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 PATRICK DAVIS, INC..

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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