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

J. Perry Davis, D.M.D.'s plan reported $3.3M in assets and 3 participants for 2023.

Original filing (PDF)20241014100352NAL0051799218001

J. Perry Davis, D.M.D.

Name: J. Perry Davis, D.M.D. — J. Perry Davis, D.M.D. Cash, Form 5500 (2023)
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. Cash Balance Plan

Defined-benefit pension plan · J. Perry Davis, D.M.D.'s J. Perry Davis, D.M.D. Cash Balance Plan held $3.3M in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

J. Perry Davis signed J. Perry Davis, D.M.D.'s 2023 Form 5500 as plan administrator.

J. Perry Davis — 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

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

EIN 58-1851552

Plan number 002

Plan year 2023

ACK ID 20241014100352NAL0051799218001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for J. Perry Davis, D.M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

J. Perry Davis, D.M.D.'s plan includes a cash-balance formula, a defined-benefit pension formula.

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score