How big is Kevin Dumas, CPA, LLC's plan?

Kevin Dumas, CPA, LLC's plan reported $4.4M in assets and 5 participants for 2024.

Original filing (PDF)20250520143203NAL0005065122001

Kevin Dumas, CPA, LLC

Name: Kevin Dumas, CPA, LLC — Kevin Dumas, CPA, LLC 401(k), Form 5500 (2024)
Creator: Kevin Dumas, CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin Dumas, CPA, LLC 401(k) Plan

401(k) retirement plan · Kevin Dumas, CPA, LLC's Kevin Dumas, CPA, LLC 401(k) Plan held $4.4M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

Kevin Dumas, CPA, LLC's EIN is 20-5815581.

EIN 20-5815581

Plan number 001

Plan year 2024

ACK ID 20250520143203NAL0005065122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin Dumas, CPA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin Dumas, CPA, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN DUMAS, CPA, LLC.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

KEVIN DUMAS, CPA, LLC

EIN

all filings

Address

28 OLD PARK LANE ROAD · NEW MILFORD, CT · 067762508

Phone

(860) 355-2223

Industry

CPA Offices· Professional & Technical Services

Plan administrator