Original filing (PDF)20250625223038NAL0011648928001

DENNIS DUNCAN

Name: DENNIS DUNCAN — DENNIS DUNCAN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DENNIS DUNCAN

Form 5500-SF

FILING_RECEIVED

DENNIS DUNCAN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$747K

Net assets (EOY)

$747K

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 DENNIS DUNCAN.

Plan sponsor

Name

DENNIS DUNCAN

EIN

11-3770922

Address

26 DUROCHER TER · POUGHKEEPSIE, NY · 126036406

Phone

(845) 206-6929

Industry

Constructionsee 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

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

TONY FAGNANO CONTRACTING, LLC DBA FAGNANO'S POOLS

TONY FAGNANO CONTRACTING 401(K) PLAN

$747K · 19 participants

NJIRICH & SONS, INC.

THE CONTRACTORS RETIREMENT PLAN

$748K · 50 participants

AJ POOL PLASTERING LLC

AJ POOL PLASTERING LLC 401(K) PROFIT SHARING PLAN & TRUST

$747K · 43 participants

SMI SERVICES, LLC

SMI SERVICES, LLC 401(K) PLAN

$748K · 115 participants

ANM CONSTRUCTION & ENGINEERING

THE CONTRACTORS RETIREMENT PLAN