Original filing (PDF)20251004144656NAL0003508944001

DNW AND ASSOCIATES, INC.

Name: DNW AND ASSOCIATES, INC. — DNW AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: DNW AND ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

DNW AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DNW AND ASSOCIATES, INC..

Plan sponsor

Name

DNW AND ASSOCIATES, INC.

EIN

20-4183051

Address

430 S GARFIELD AVE STE 428 · ALHAMBRA, CA · 918016807

Phone

(626) 452-1149

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

2025-10-04

Pension benefit codes

1A · Pay-related DB formula

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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