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Original filing (PDF)20250604113946NAL0019163296001

VIC DAVIS CONSTRUCTION, INC

Form 5500-SF
FILING_RECEIVED
VIC DAVIS CONSTRUCTION, INC. WELFARE BENEFIT TRUST
Health & welfare plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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 VIC DAVIS CONSTRUCTION, INC.
Plan sponsor
Name
VIC DAVIS CONSTRUCTION, INC
EIN
62-0815948
Address
1300 JAN WAY · KINGSPORT, TN · 37660
Phone
(423) 246-7281
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-04
Welfare benefit codes
4B · Life Insurance
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 providers

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