How big is David M. Davis, M.D., Inc.'s plan?

David M. Davis, M.D., Inc.'s plan reported $3.6M in assets and 2 participants for 2025.

Original filing (PDF)20260223144944NAL0001116593001

David M. Davis, M.D., Inc.

Name: David M. Davis, M.D., Inc. — David M. Davis, M.D., Form 5500 (2025)
Creator: David M. Davis, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David M. Davis, M.D., Inc. Profit Sharing Plan

401(k) retirement plan · David M. Davis, M.D., Inc.'s David M. Davis, M.D., Inc. Profit Sharing Plan held $3.6M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

David M. Davis, M.D., Inc.'s EIN is 95-3570016.

EIN 95-3570016

Plan number 005

Plan year 2025

ACK ID 20260223144944NAL0001116593001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David M. Davis, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David M. Davis, M.D., Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

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

EIN

all filings

Address

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

Phone

(949) 955-9080

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator