· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAN DAVIS JR. DMD, PA — DAN DAVIS JR. DMD, PA 401(K) PSP, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250618153205NAL0003997216001
DAN DAVIS JR. DMD, PA
Form 5500-SF
FILING_RECEIVED
DAN DAVIS JR. DMD, PA 401(K) PSP
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$920K
Net assets (EOY)
$920K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAN DAVIS JR. DMD, PA
.
Find decision makers
Plan sponsor
Name
DAN DAVIS JR. DMD, PA
EIN
56-2217339
Address
4307 LUDGATE ST · LUMBERTON, NC · 28358
Phone
(910) 557-2626
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
GIANT FINISHING, INC.
GIANT FINISHING, INC. 401(K) PROFIT SHARING PLAN & TRUST
$920K · 18 participants
DEVELOPMENT INSTITUTE LLC
DEVELOPMENT INSTITUTE LLC 401(K) P/S PLAN
$920K · 11 participants
CATALOG SOLUTIONS, LLC
CATALOG SOLUTIONS, LLC 401K PLAN
$920K · 3 participants
DEVISE AGENCY
DEVISE AGENCY 401(K) PLAN
$920K · 7 participants
BUSKER COMMUNICATIONS, INC.
BUSKER COMMUNICATIONS, INC. 401(K) PLAN
$920K · 105 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LOOK NORTH INC
LOOK NORTH INC 401(K) PROFIT SHARING PLAN & TRUST
$919K · 5 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
