P 401(k) Plan Report

Stable plan record

JOE DAVIS FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Sponsored by JOE DAVIS FINANCIAL ASSOCIATES, LLC · EIN/PN 208032828-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$15,932
Administrative cost per participant
2025
$17
Active participants
2025
6
Total plan assets
2025
$5,432,120
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260716222456NAL00050877610016$15,932
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.