Original filing (PDF)20250714101052NAL0001277328001

MICHAEL LANCE DAVIS, C.P.A., P.C.

Name: MICHAEL LANCE DAVIS, C.P.A., P.C. — DAVIS AND COLE, LLP 401(K) PLAN, Form 5500 (2024)
Creator: MICHAEL LANCE DAVIS, C.P.A., P.C.

Form 5500-SF

FILING_RECEIVED

DAVIS AND COLE, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$498K

Net assets (EOY)

$498K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL LANCE DAVIS, C.P.A., P.C..

Plan sponsor

Name

MICHAEL LANCE DAVIS, C.P.A., P.C.

EIN

63-1209483all filings

Address

P.O. BOX 1350 · ATHENS, AL · 35612

Phone

(256) 232-9994

Industry