How big is Harold Davidson & Associates, Inc.'s plan?

Harold Davidson & Associates, Inc.'s plan reported $2.0M in assets and 7 participants for 2024.

Original filing (PDF)20250204080354NAL0008204049001

Harold Davidson & Associates, Inc.

Name: Harold Davidson & Associates, Inc. — Harold Davidson, Form 5500 (2024)
Creator: Harold Davidson & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harold Davidson & Associates, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Harold Davidson & Associates, Inc.'s Harold Davidson & Associates, Inc. Profit Sharing Plan held $2.0M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Harold Davidson & Associates, Inc.'s EIN is 95-2860614.

EIN 95-2860614

Plan number 001

Plan year 2024

ACK ID 20250204080354NAL0008204049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harold Davidson & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harold Davidson & Associates, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAROLD DAVIDSON & ASSOCIATES, INC..

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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

Knocking points off