How big is Dan Davis Jr. DMD, PA's plan?

Dan Davis Jr. DMD, PA's plan reported $920K in assets and 2 participants for 2024.

Original filing (PDF)20250618153205NAL0003997216001

Dan Davis Jr. DMD, PA

Name: Dan Davis Jr. DMD, PA — Dan Davis Jr. DMD, PA 401(k), Form 5500 (2024)
Creator: Dan Davis Jr. DMD, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dan Davis Jr. DMD, PA 401(k) PSP

401(k) retirement plan · Dan Davis Jr. DMD, PA's Dan Davis Jr. DMD, PA 401(k) PSP held $920K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$920K

Net assets (EOY)

$920K

People on this filing

Dan Davis, Jr. signed Dan Davis Jr. DMD, PA's 2024 Form 5500 as plan administrator.

Dan Davis, Jr. — 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

Dan Davis Jr. DMD, PA's EIN is 56-2217339.

EIN 56-2217339

Plan number 001

Plan year 2024

ACK ID 20250618153205NAL0003997216001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dan Davis Jr. DMD, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dan Davis Jr. DMD, PA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAN DAVIS JR. DMD, PA.

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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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DAN DAVIS JR. DMD, PA

EIN

all filings

Address

4307 LUDGATE ST · LUMBERTON, NC · 28358

Phone

(910) 557-2626

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator