Thomas Davey Email & Phone Number

Clovis, Ca

PACE TPA is adopted to reflect changing needs in the employee benefit field.Retirement Plans Defined Benefit Pension Plans 401(k) Plans Profit Sharing Plans Cash Balance Plans Money Purchase Pension Plans Multi-Employer Plans Cross Tested Profit Sharing PlansCompliance ADP/ACP Testing 1099R Forms IRS and DOL Plan Audits Minimum Required Distributions Non-Discrimination Testing Plan Mergers/Spin-off’s Plan Terminations Underfunded/Overfunded PlansAdministration Services Plan Documents Summary Plan Descriptions FASB 87 Disclosure Statement IRS Submissions Individual Benefit Statements IRS Form 5500 and Related Schedules Actuarial Valuation and Comprehensive Reports Actuarial Certification (Schedule SB) Summary Annual Reports PBGC Forms and CertificationSection 125 Cafeteria Plan Services Flexible Spending Plans Health Savings Accounts Premium Only Plans Plan Documents Summary Plan Descriptions

Fresno, California Area

Davey Administration Group was formed by Thomas A. Davey after 10 years in the field of Administration design, working primarily with CPA’s, financial institutions and their representatives.2007 Cromwick & Davey formed in Las Vegas as an LLP. Referral Sources and Clients now have access to advanced Defined Benefit Design and administration.2008 Moved to our current location to accommodate our growing administrative staff and in-house consultants.2011 Davey Administration Group merges Cromwick and Davey into one corporate structure. 2012 Davey Administration Group invests in major administrative software which is “cloud based" and starts project to become paperless.