Original filing (PDF)20250811150526NAL0007327825001

DAVID M. DAVIS, M.D., INC.

Name: DAVID M. DAVIS, M.D., INC. — DAVID M. DAVIS, M.D., INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID M. DAVIS, M.D., INC.

Form 5500-SF

FILING_RECEIVED

DAVID M. DAVIS, M.D., INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 DAVID M. DAVIS, M.D., INC..

Plan sponsor

Name

DAVID M. DAVIS, M.D., INC.

EIN

95-3570016

Address

20101 S.W. BIRCH STREET, SUITE 100 · NEWPORT BEACH, CA · 92660

Phone

(949) 955-9080

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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