Original filing (PDF)20250128151511NAL0013738913002

G. DEAN BRUNSON, CPA PC

Name: G. DEAN BRUNSON, CPA PC — G. DEAN BRUNSON CPA PC INDIVIDUAL 401(K), Form 5500 (2024)
Creator: G. DEAN BRUNSON, CPA PC

Form 5500-SF

FILING_RECEIVED

G. DEAN BRUNSON CPA PC INDIVIDUAL 401(K)

Defined-contribution retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

—

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 G. DEAN BRUNSON, CPA PC.

Plan sponsor

Name

G. DEAN BRUNSON, CPA PC

EIN

06-1667531

Address

8003 FRANKLIN FARMS DRIVE RM 115 · HENRICO, VA · 23229

Phone

(804) 282-2345

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

2025-01-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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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