Original filing (PDF)20231121224538NAL0001382544001

DANIEL G. DAVIDSON, D.M.D.

Name: DANIEL G. DAVIDSON, D.M.D. — DANIEL G. DAVIDSON, D.M.D. CASH BALANCE PLAN, Form 5500 (2022)
Creator: DANIEL G. DAVIDSON, D.M.D.

Form 5500-SF

FILING_RECEIVED

DANIEL G. DAVIDSON, D.M.D. CASH BALANCE PLAN

Defined-benefit pension plan

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

100

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 DANIEL G. DAVIDSON, D.M.D..

Plan sponsor

Name

DANIEL G. DAVIDSON, D.M.D.

EIN

94-2397176all filings

Address

2375 OCEAN AVENUE · SAN FRANCISCO, CA · 941272605

Phone

(415) 239-2740

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-07-20

Filed

2023-11-21

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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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MICHAEL L. KEIM, D.D.S., P.C.

MICHAEL L. KEIM, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

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