Original filing (PDF)20251006123106NAL0003409841001

JEFFREY R. DAVIS, P.A.

Name: JEFFREY R. DAVIS, P.A. — JEFFREY R. DAVIS, P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: JEFFREY R. DAVIS, P.A.

Form 5500-SF

FILING_RECEIVED

JEFFREY R. DAVIS, P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFREY R. DAVIS, P.A..

Plan sponsor

Name

JEFFREY R. DAVIS, P.A.

EIN

65-0855901

Address

75 VALENCIA AVENUE · SUITE 100 · CORAL GABLES, FL · 33134

Phone

(305) 577-3777

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

1I · Frozen plan — no new benefit accrual

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

Related plans

Similar-size Law Offices plans

DUROCHER & WINTER, P.C.

D&W 401(K) PROFIT SHARING PLAN & TRUST

$2.3M · 5 participants

TOLLESON CONRATT NIELSEN MAHER

TOLLESON CONRATT NIELSEN MAHER REPLOGLE LLP, 401(K) PSP

$2.3M · 7 participants

WOLFE, JONES, WOLFE, HANCOCK, DANIEL & SOUTH, LLC

WOLFE, JONES, WOLFE, HANCOCK, DANIEL & SOUTH, LLC 401(K) PROFIT SHARING PLAN

$2.3M · 25 participants

LADUZINSKY & ASSOCIATES, P.C.

LADUZINSKY & ASSOCIATES, P. C. PROFIT SHARING PLAN AND TRUST

$2.3M · 6 participants

ZIMMERMAN BOOHER PLLC