· 2022–2024 · DOL EFAST2

DAWSON & ASSOCIATES, LLC — DAWSON & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240830140519NAL0030087298001

DAWSON & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

DAWSON & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 33.5 mo

Active participants

8

Accounts w/ balance

2

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

Plan health score

Average plan with room to improve

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

75

Total plan cost

n/a

Plan health

35

Vendor & structure

100

Knocking points off

Filed 33.5 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DAWSON & ASSOCIATES, LLC

EIN

20-8689284all filings

Address

191 W NATIONWIDE BLVD STE 300 · COLUMBUS, OH · 432152569

Phone

(614) 571-9037

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2024-08-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

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

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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