How big is Davis & Davis Air Conditioning & HE's plan?

Davis & Davis Air Conditioning & HE's plan reported $19.3M in assets and 33 participants for 2024.

Original filing (PDF)20250626095529NAL0008461665001

Davis & Davis Air Conditioning & HE

Name: Davis & Davis Air Conditioning & HE — Davis & Davis, Form 5500 (2024)
Creator: Davis & Davis Air Conditioning & HE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis & Davis Air Conditioning & Heating, Inc. Profit Sharing Plan

401(k) retirement plan · Davis & Davis Air Conditioning & HE's Davis & Davis Air Conditioning & Heating, Inc. Profit Sharing Plan held $19.3M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.3M

Net assets (EOY)

$19.3M

People on this filing

BERK Davis signed Davis & Davis Air Conditioning & HE's 2024 Form 5500 as plan administrator.

BERK 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

Davis & Davis Air Conditioning & HE's EIN is 52-0889802.

EIN 52-0889802

Plan number 001

Plan year 2024

ACK ID 20250626095529NAL0008461665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davis & Davis Air Conditioning & HE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davis & Davis Air Conditioning & HE's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 (95th percentile).

Plan sponsor

Name

DAVIS & DAVIS AIR CONDITIONING & HE

EIN

all filings

Address

10530 DETRICK AVE · KENSINGTON, MD · 20895

Phone

(301) 942-7210

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator