Original filing (PDF)20240625115352NAL0004827379001

David H. Dunlap Associates, Inc.

Name: David H. Dunlap Associates, Inc. — Form 5500 (2023)
Creator: David H. Dunlap Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · David H. Dunlap Associates, Inc. filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

David H. Dunlap Associates, Inc.'s EIN is 04-2589435.

EIN 04-2589435

Plan number 001

Plan year 2023

ACK ID 20240625115352NAL0004827379001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David H. Dunlap Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David H. Dunlap Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID H. DUNLAP ASSOCIATES, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score