How big is Davis & Associates, P.A.'s plan?

Davis & Associates, P.A.'s plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20250729091514NAL0005446338001

Davis & Associates, P.A.

Name: Davis & Associates, P.A. — Davis & Associated, P.A., Form 5500 (2024)
Creator: Davis & Associates, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis & Associated, P.A. Profit Sharing Plan

401(k) retirement plan · Davis & Associates, P.A.'s Davis & Associated, P.A. Profit Sharing Plan held $1.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Keith Davis signed Davis & Associates, P.A.'s 2024 Form 5500 as plan administrator.

Keith Davis — Plan Administrator — Form 5500 signer
Brianne Davis — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Davis & Associates, P.A.'s EIN is 55-0836201.

EIN 55-0836201

Plan number 001

Plan year 2024

ACK ID 20250729091514NAL0005446338001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis & Associates, P.A.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, 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 & ASSOCIATES, 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

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 (96th percentile).

Plan sponsor

Name

DAVIS & ASSOCIATES, P.A.

EIN

all filings

Address

701 NORTHPOINT PKWY STE 205 · WEST PALM BEACH, FL · 33407

Phone

(561) 586-7116

Industry

Law Offices· Professional & Technical Services

Plan administrator