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DAVID P INCORPORATED — DAVID P INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250625135614NAL0019471794001
DAVID P INCORPORATED
Form 5500-SF
FILING_RECEIVED
DAVID P INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
23
Accounts w/ balance
12
Plan assets (EOY)
$487K
Net assets (EOY)
$487K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAVID P INCORPORATED
.
Find decision makers
Plan sponsor
Name
DAVID P INCORPORATED
EIN
94-2769852
Address
2510 MARTIN LUTHER KING JR WAY · OAKLAND, CA · 946121114
Phone
(510) 839-3122
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
SANGER AUTO BODY AND PAINT, INC.
SANGER AUTO BODY 401(K) PLAN
$487K · 10 participants
FRANK'S COLLISION CENTER, INC.
FRANK'S COLLISION CENTER, INC. 401(K) PLAN
$487K · 38 participants
DITTEMORE MANAGEMENT CO
DITTEMORE MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST
$488K · 26 participants
RENEWAL BODY WORKS, INC.
RENEWAL BODY WORKS, INC. 401(K) RETIREMENT PLAN
$489K · 17 participants
BOULDER ADH, INC.
BOULDER ADH, INC. 401(K) PROFIT SHARING PLAN
80
Knocking points off
52% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$489K · 20 participants
KPB, INC. T/A KOONTZ PAINT & BODY WORKS
KOONTZ PAINT & BODY 401(K) PLAN
$489K · 25 participants
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$88.3B
