Original filing (PDF)20231211110724NAL0046290546001

DAVIS & EPPSTEIN, P.C.

Name: DAVIS & EPPSTEIN, P.C. — DAVIS & EPPSTEIN, P.C. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: DAVIS & EPPSTEIN, P.C.

Form 5500-SF

FILING_RECEIVED

DAVIS & EPPSTEIN, P.C. PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late filing · 0.8 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$839K

Net assets (EOY)

$839K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DAVIS & EPPSTEIN, P.C.

EIN

86-0324794all filings

Address

515 VALORO DRIVE · TUCSON, AZ · 85737

Phone

(520) 624-1774

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

ACH RETIREMENT PLAN CONSULTANTS INC

EIN

45-3763537

City

TUCSON, AZ

Phone

(520) 751-9403

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-12-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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