How big is Gregory S. Davis DDS' plan?

Gregory S. Davis DDS' plan reported $494K in assets and 5 participants for 2023.

Original filing (PDF)20240708184040NAL0012846001001

Gregory S. Davis DDS

Name: Gregory S. Davis DDS — Gregory S. Davis DDS Profit, Form 5500 (2023)
Creator: Gregory S. Davis DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregory S. Davis DDS Profit Sharing Plan

401(k) retirement plan · Gregory S. Davis DDS' Gregory S. Davis DDS Profit Sharing Plan held $494K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$494K

Net assets (EOY)

$494K

People on this filing

Gregory S Davis signed Gregory S. Davis DDS' 2023 Form 5500 as plan administrator.

Gregory S Davis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gregory S. Davis DDS' EIN is 99-0169326.

EIN 99-0169326

Plan number 001

Plan year 2023

ACK ID 20240708184040NAL0012846001001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Gregory S. Davis DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Gregory S. Davis DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREGORY S. DAVIS DDS.

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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