How big is J. Perry Davis, D.M.D's plan?

J. Perry Davis, D.M.D's plan reported $2.7M in assets and 10 participants for 2024.

Original filing (PDF)20250204143746NAL0008625841001

J. Perry Davis, D.M.D

Name: J. Perry Davis, D.M.D — J. Perry Davis, D.M.D 401(k), Form 5500 (2024)
Creator: J. Perry Davis, D.M.D
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Perry Davis, D.M.D 401(k) Profit Sharing Plan

401(k) retirement plan · J. Perry Davis, D.M.D's J. Perry Davis, D.M.D 401(k) Profit Sharing Plan held $2.7M in plan assets for 10 participants in 2024.

Signals · 1

Late filing · 26.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

J. Perry Davis, D.M.D's EIN is 58-1851552.

EIN 58-1851552

Plan number 001

Plan year 2024

ACK ID 20250204143746NAL0008625841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. Perry Davis, D.M.D from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. Perry Davis, D.M.D's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. PERRY DAVIS, D.M.D.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off