Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVIS FAMILY MEDICINE
EIN 63-1263603Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$726K assets
Welfare
1
Participants
22
223 DALLAS AVE. - SELMA, AL 36701334-874-0017
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $726K assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DAVIS FAMILY MEDICINE CASH BALANCE PLAN
CashBalance
Assets$451K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DAVIS FAMILY MEDICINE 401(K) PROFIT SHARING PLAN
401k
Assets$276K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
DAVIS FAMILY MEDICINE CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DAVIS FAMILY MEDICINE CASH BALANCE PLAN | CashBalance | $451K | 7 | 2025 | |
| 001 | DAVIS FAMILY MEDICINE 401(K) PROFIT SHARING PLAN | 401k | $276K | 8 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | DAVIS FAMILY MEDICINE CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans