Original filing (PDF)20240613132616NAL0054346160001

DORIS DAVIS, INC.

Name: DORIS DAVIS, INC. — DORIS DAVIS, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DORIS DAVIS, INC.

Form 5500-SF

FILING_RECEIVED

DORIS DAVIS, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DORIS DAVIS, INC..

Plan sponsor

Name

DORIS DAVIS, INC.

EIN

94-2605260

Address

5726 TROWBRIDGE WAY · SAN JOSE, CA · 95138

Phone

(408) 691-3285

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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