How big is Duncan Financial Group, LLC's plan?

Duncan Financial Group, LLC's plan reported $2.0M in assets and 5 participants for 2025.

Original filing (PDF)20260429152632NAL0024250434001

Duncan Financial Group, LLC

Name: Duncan Financial Group, LLC — Duncan Financial, Form 5500 (2025)
Creator: Duncan Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duncan Financial Group, LLC Profit Sharing Plan

Defined-contribution retirement plan · Duncan Financial Group, LLC's Duncan Financial Group, LLC Profit Sharing Plan held $2.0M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Timothy Duncan signed Duncan Financial Group, LLC's 2025 Form 5500 as plan administrator.

Timothy Duncan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Duncan Financial Group, LLC's EIN is 22-3753616.

EIN 22-3753616

Plan number 001

Plan year 2025

ACK ID 20260429152632NAL0024250434001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Duncan Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Duncan Financial Group, LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUNCAN FINANCIAL GROUP, 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