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Original filing (PDF)20241014100352NAL0051799218001
J. PERRY DAVIS, D.M.D.
Form 5500-SF
FILING_RECEIVED
J. PERRY DAVIS, D.M.D. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
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.
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 COLUMBIA ROAD, SUITE F · MARTINEZ, GA · 309074571
Phone
(706) 868-7155
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
1C · Cash balance or similar hybrid DB
1A · Pay-related DB formula
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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