How big is David S. Mann's plan?

David S. Mann's plan reported $1.6M in assets and 2 participants for 2023.

Original filing (PDF)20241004113619NAL0012161553001

David S. Mann

Name: David S. Mann — David Mann Cash Balance Plan, Form 5500 (2023)
Creator: David S. Mann
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Mann Cash Balance Plan

Defined-benefit pension plan · David S. Mann's David Mann Cash Balance Plan held $1.6M in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

David S. Mann's EIN is 20-2866870.

EIN 20-2866870

Plan number 002

Plan year 2023

ACK ID 20241004113619NAL0012161553001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David S. Mann from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David S. Mann's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

DAVID S. MANN

EIN

all filings

Address

177 HAWKINS CIRCLE · WHEATON, IL · 60189

Phone

(847) 670-7878

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-04

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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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