How big is Davis Financial Group's plan?

Davis Financial Group's plan reported $473K in assets and 6 participants for 2024.

Original filing (PDF)20251002175614NAL0001169520001

Davis Financial Group

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

Form 5500-SF

FILING_RECEIVED

Davis Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Davis Financial Group's Davis Financial Group 401(k) Profit Sharing Plan held $473K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

People on this filing

Brandy Davis signed Davis Financial Group's 2024 Form 5500 as plan administrator.

Brandy 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

Davis Financial Group's EIN is 83-3208077.

EIN 83-3208077

Plan number 001

Plan year 2024

ACK ID 20251002175614NAL0001169520001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Financial Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DAVIS FINANCIAL GROUP

EIN

all filings

Address

21031 VENTURA BLVD., SUITE 550 · WOODLAND HILLS, CA · 91364

Phone

(818) 932-1222

Industry

CPA Offices· Professional & Technical Services

Plan administrator