Original filing (PDF)20251217083747NAL0008481250001

BARGANIER DAVIS WILLIAMS ARCHITECTS ASSOCIATED, P.A.

Name: BARGANIER DAVIS WILLIAMS ARCHITECTS ASSOCIATED, P.A. — BARGANIER DAVIS WILLIAMS ARCHITECTS ASSOCIATED, P.A. SALARY REDUCTION PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BARGANIER DAVIS WILLIAMS ARCHITECTS ASSOCIATED, P.A.

Form 5500-SF

FILING_RECEIVED

BARGANIER DAVIS WILLIAMS ARCHITECTS ASSOCIATED, P.A. SALARY REDUCTION PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARGANIER DAVIS WILLIAMS ARCHITECTS ASSOCIATED, P.A..

Plan sponsor

Name

BARGANIER DAVIS WILLIAMS ARCHITECTS ASSOCIATED, P.A.

EIN

63-0829055

Address

624 SOUTH MCDONOUGH STREET · MONTGOMERY, AL · 36104

Phone

(334) 834-2038

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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