Original filing (PDF)20240708184040NAL0012846001001

GREGORY S. DAVIS DDS

Name: GREGORY S. DAVIS DDS — GREGORY S. DAVIS DDS PROFIT SHARING PLAN, Form 5500 (2023)
Creator: GREGORY S. DAVIS DDS

Form 5500-SF

FILING_RECEIVED

GREGORY S. DAVIS DDS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$494K

Net assets (EOY)

$494K

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 GREGORY S. DAVIS DDS.

Plan sponsor

Name

GREGORY S. DAVIS DDS

EIN

99-0169326

Address

P.O. BOX 297 · 10 MOHALA STREET · KAUNAKAKAI, HI · 96748

Phone

(808) 553-3254

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-08

Pension benefit codes

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

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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