Original filing (PDF)20250807111529NAL0003617345001

DANA S. BEANE & COMPANY, PLLC

Name: DANA S. BEANE & COMPANY, PLLC — D.S.B. & COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: DANA S. BEANE & COMPANY, PLLC

Form 5500-SF

FILING_RECEIVED

D.S.B. & COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANA S. BEANE & COMPANY, PLLC.

Plan sponsor

Name

DANA S. BEANE & COMPANY, PLLC

EIN

02-0394422

Address

PO BOX 695 · LACONIA, NH · 032470695

Phone

(603) 524-0507

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-07

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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