· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAVIDSON & ASSOCIATES INSURANCE, INC. — DAVIDSON & ASSOC. INS. AGENCY 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250623155850NAL0009388976001
DAVIDSON & ASSOCIATES INSURANCE, INC.
Form 5500-SF
FILING_RECEIVED
DAVIDSON & ASSOC. INS. AGENCY 401K PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
27
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAVIDSON & ASSOCIATES INSURANCE, INC.
.
Find decision makers
Plan sponsor
Name
DAVIDSON & ASSOCIATES INSURANCE, INC.
EIN
83-2061530
Address
11112 NE 51ST CIRCLE · VANCOUVER, WA · 98682
Phone
(360) 514-9550
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-06-23
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
W. BRUCE BEATON COMPANY, INC.
W. BRUCE BEATON COMPANY, INC. 401(K) PLAN
$1.9M · 6 participants
HAL TIFFANY AGENCY, INC.
HAL TIFFANY AGENCY, INC. 401(K) PLAN
$1.9M · 11 participants
BOSTON INSURANCE BROKERAGE LLC
BOSTON INSURANCE BROKERAGE LLC 401(K) PLAN
$1.9M · 15 participants
DAVID M. GILSTON INSURANCE AGENCY, INC.
GILSTON AGENCY 401(K) PLAN
$1.9M · 9 participants
CHESTERFIELD INSURERS INC
CHESTERFIELD INSURERS, INC. RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 7 participants
BOB WARNER INSURANCE AGENCY, INC.
BOB WARNER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 6 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
