How big is Davis Planning Associates Inc.'s plan?

Davis Planning Associates Inc.'s plan reported $897K in assets and 4 participants for 2024.

Original filing (PDF)20251016161256NAL0008710576001

Davis Planning Associates Inc.

Name: Davis Planning Associates Inc. — Form 5500 (2024)
Creator: Davis Planning Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Davis Planning Associates Inc. held $897K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$897K

Net assets (EOY)

$897K

People on this filing

Janice H Davis signed Davis Planning Associates Inc.'s 2024 Form 5500 as plan administrator.

Janice H 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 Planning Associates Inc.'s EIN is 52-2138651.

EIN 52-2138651

Plan number 001

Plan year 2024

ACK ID 20251016161256NAL0008710576001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Planning Associates Inc.'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 DAVIS PLANNING ASSOCIATES 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