How big is Bob Davis Sales Inc.'s plan?

Bob Davis Sales Inc.'s plan reported $700K in assets and 10 participants for 2024.

Original filing (PDF)20251010105044NAL0012886096001

Bob Davis Sales Inc.

Name: Bob Davis Sales Inc. — Bob Davis Sales Inc. 401(k), Form 5500 (2024)
Creator: Bob Davis Sales Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bob Davis Sales Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Bob Davis Sales Inc.'s Bob Davis Sales Inc. 401(k) Profit Sharing Plan held $700K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$700K

Net assets (EOY)

$700K

People on this filing

Robert Davis signed Bob Davis Sales Inc.'s 2024 Form 5500 as plan administrator.

Robert 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

Bob Davis Sales Inc.'s EIN is 72-1262043.

EIN 72-1262043

Plan number 001

Plan year 2024

ACK ID 20251010105044NAL0012886096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bob Davis Sales Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bob Davis Sales Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score