How big is Robert C. Davis Accountancy Corporation's plan?

Robert C. Davis Accountancy Corporation's plan reported $895K in assets and 7 participants for 2024.

Original filing (PDF)20250501132428NAL0003222177001

Robert C. Davis Accountancy Corporation

Name: Robert C. Davis Accountancy Corporation — Form 5500 Plan 001 (2024)
Creator: Robert C. Davis Accountancy Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert C. Davis, Accountancy Corp. 401(k) Profit Sharing Plan

401(k) retirement plan · Robert C. Davis Accountancy Corporation's Robert C. Davis, Accountancy Corp. 401(k) Profit Sharing Plan held $895K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$895K

Net assets (EOY)

$895K

Plan identifiers

Robert C. Davis Accountancy Corporation's EIN is 94-2761481.

EIN 94-2761481

Plan number 001

Plan year 2024

ACK ID 20250501132428NAL0003222177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert C. Davis Accountancy Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert C. Davis Accountancy Corporation's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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