[ EIN: 01-0561149 | Plan No. 003 ]
Form 5500 filing classifies DONALD L. DAVIS CFA 401K as a Profit Sharing plan, sponsored by DONALD L. DAVIS, CFA. The plan is a Small Plan with 1 participants and total assets of $60,070 reported for the 2009 plan year.
Plan Sponsor: DONALD L. DAVIS, CFA
Location: 209 SAN CARLOS AVE., PIEDMONT, CA 94611
EIN: 010561149
Plan Number: 003
Plan Year: 2009
Plan Size: Small Plan
Plan Entity Type: Defined Contribution
Plan Type: Profit Sharing
Participants: 1
Total Assets: $60,070
Explore More Plans
Search millions of Form 5500 filings, plan details, and reports instantly.