How big is Michael A. Davis, CPA, Ltd.'s plan?

Michael A. Davis, CPA, Ltd.'s plan reported $451K in assets and 1 participants for 2024.

Original filing (PDF)20250730181959NAL0002135187001

Michael A. Davis, CPA, Ltd.

Name: Michael A. Davis, CPA, Ltd. — Michael A. Davis, CPA, Form 5500 (2024)
Creator: Michael A. Davis, CPA, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael A. Davis, CPA, Ltd. 401(k) Plan

401(k) retirement plan · Michael A. Davis, CPA, Ltd.'s Michael A. Davis, CPA, Ltd. 401(k) Plan held $451K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$451K

Net assets (EOY)

$451K

People on this filing

Michael Davis signed Michael A. Davis, CPA, Ltd.'s 2024 Form 5500 as plan administrator.

Michael 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

Michael A. Davis, CPA, Ltd.'s EIN is 86-0695067.

EIN 86-0695067

Plan number 001

Plan year 2024

ACK ID 20250730181959NAL0002135187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael A. Davis, CPA, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael A. Davis, CPA, Ltd.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MICHAEL A. DAVIS, CPA, LTD.

EIN

all filings

Address

2550 N. COUNTRY CLUB ROAD · TUCSON, AZ · 85716

Phone

(520) 795-5155

Industry

CPA Offices· Professional & Technical Services

Plan administrator