How big is Management Data, Inc.'s plan?

Management Data, Inc.'s plan reported $3.7M in assets and 42 participants for 2024.

Original filing (PDF)20250910101006NAL0013094627001

Management Data, Inc.

Name: Management Data, Inc. — Safe-Harbor 401(k) Profit, Form 5500 (2024)
Creator: Management Data, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Management Data, Inc.

401(k) retirement plan · Management Data, Inc.'s Safe-Harbor 401(k) Profit Sharing Plan for Employees of Management Data, Inc. held $3.7M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Shannon Davis signed Management Data, Inc.'s 2024 Form 5500 as plan administrator.

Shannon 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

Management Data, Inc.'s EIN is 58-2425477.

EIN 58-2425477

Plan number 001

Plan year 2024

ACK ID 20250910101006NAL0013094627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Management Data, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Management Data, Inc.'s plan includes a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MANAGEMENT DATA, INC..

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off