Original filing (PDF)20231023075752NAL0005301200001

Philip B. Davis, Attorney

Name: Philip B. Davis, Attorney — Philip B. Davis, Form 5500 (2022)
Creator: Philip B. Davis, Attorney
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Philip B. Davis, Attorney Defined Benefit Plan

Defined-benefit pension plan · Philip B. Davis, Attorney's Philip B. Davis, Attorney Defined Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

PHILIP B. DAVIS, ATTORNEY

EIN

all filings

Address

1000 LOMAS NW · ALBUQUERQUE, NM · 87102

Phone

(505) 242-1904

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-08-17

Filed

2023-10-23

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

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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