Original filing (PDF)20250411123454NAL0014090739001

GAIL DAVIS & ASSOCIATES, INC.

Name: GAIL DAVIS & ASSOCIATES, INC. — GDA SPEAKERS 401(K) PLAN, Form 5500 (2024)
Creator: GAIL DAVIS & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

GDA SPEAKERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 GAIL DAVIS & ASSOCIATES, INC..

Plan sponsor

Name

GAIL DAVIS & ASSOCIATES, INC.

EIN

75-2828456

Address

3811 TURTLE CREEK BLVD STE 475 · DALLAS, TX · 752194693

Phone

(214) 420-1999

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

VERDURE SCIENCES, INC.

VERDURE SCIENCES 401(K) PROFIT SHARING PLAN

$1.2M · 17 participants

GOLDYAN ENTERPRISES INC.

CHIU SHUN HO RETIREMENT PLAN

$1.2M · 2 participants

HERREN TALKS, INC.

HERREN TALKS, INC. 401(K) RETIREMENT PLAN

$1.2M · 3 participants

FRANK GATTO & ASSOCIATES, INC.

FRANK GATTO & ASSOCIATES, INC. 401(K) PLAN

$1.2M · 3 participants

NETCOMM SOLUTIONS, INC.

NETCOMM SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST