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DAVIS & DAVIS COMPANY — DAVIS & DAVIS COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250819145446NAL0004061808001
DAVIS & DAVIS COMPANY
Form 5500-SF
FILING_RECEIVED
DAVIS & DAVIS COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
13
Accounts w/ balance
13
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
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
DAVIS & DAVIS COMPANY
.
Find decision makers
Plan sponsor
Name
DAVIS & DAVIS COMPANY
EIN
84-0566490
Address
2249 W COLLEGE AVE · ENGLEWOOD, CO · 80110
Phone
(303) 935-4694
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-08-19
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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