How big is Steven DUNN, P.A.'s plan?

Steven DUNN, P.A.'s plan reported $2.4M in assets and 4 participants for 2025.

Original filing (PDF)20260511131437NAL0005345763001

Steven DUNN, P.A.

Name: Steven DUNN, P.A. — Steven M. DUNN, P.A. 401(k), Form 5500 (2025)
Creator: Steven DUNN, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven M. DUNN, P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Steven DUNN, P.A.'s Steven M. DUNN, P.A. 401(k) Profit Sharing Plan held $2.4M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Steven DUNN, P.A.'s EIN is 20-0499900.

EIN 20-0499900

Plan number 001

Plan year 2025

ACK ID 20260511131437NAL0005345763001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steven DUNN, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steven DUNN, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN DUNN, P.A..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off