How big is Robert J. Davis, M.D., P.A.'s plan?

Robert J. Davis, M.D., P.A.'s plan reported $52K in assets for 2024.

Original filing (PDF)20251015110037NAL0004655425001

Robert J. Davis, M.D., P.A.

Name: Robert J. Davis, M.D., P.A. — Robert J. Davis, M.D., Form 5500 (2024)
Creator: Robert J. Davis, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert J. Davis, M.D., P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Robert J. Davis, M.D., P.A.'s Robert J. Davis, M.D., P.A. 401(k) Profit Sharing Plan reported $52K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

Plan identifiers

Robert J. Davis, M.D., P.A.'s EIN is 52-1873820.

EIN 52-1873820

Plan number 002

Plan year 2024

ACK ID 20251015110037NAL0004655425001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robert J. Davis, M.D., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT J. DAVIS, M.D., P.A..

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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