How big is Jeffrey R. Davis, P.A.'s plan?

Jeffrey R. Davis, P.A.'s plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20251006123106NAL0003409841001

Jeffrey R. Davis, P.A.

Name: Jeffrey R. Davis, P.A. — Jeffrey R. Davis, P.A. Cash, Form 5500 (2024)
Creator: Jeffrey R. Davis, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey R. Davis, P.A. Cash Balance Plan

Defined-benefit pension plan · Jeffrey R. Davis, P.A.'s Jeffrey R. Davis, P.A. Cash Balance Plan held $2.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Jeffrey R Davis signed Jeffrey R. Davis, P.A.'s 2024 Form 5500 as plan administrator.

Jeffrey R 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

Jeffrey R. Davis, P.A.'s EIN is 65-0855901.

EIN 65-0855901

Plan number 002

Plan year 2024

ACK ID 20251006123106NAL0003409841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey R. Davis, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey R. Davis, P.A.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off