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Original filing (PDF)20250204143746NAL0008625841001
J. PERRY DAVIS, D.M.D
Form 5500-SF
FILING_RECEIVED
J. PERRY DAVIS, D.M.D 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 26.6 mo
Active participants
10
Accounts w/ balance
10
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 26.6 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J. PERRY DAVIS, D.M.D.
Plan sponsor
Name
J. PERRY DAVIS, D.M.D
EIN
58-1851552
Address
4469-F COLUMBIA ROAD SUITE F · MARTINEZ, GA · 30907
Phone
(706) 868-7155
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-02-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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