How big is David Tesone Group Inc.'s plan?

David Tesone Group Inc.'s plan reported $2.4M in assets and 90 participants for 2024.

Original filing (PDF)20250916091308NAL0004694562001

David Tesone Group Inc.

Name: David Tesone Group Inc. — David Tesone Group Inc., Form 5500 (2024)
Creator: David Tesone Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Tesone Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · David Tesone Group Inc.'s David Tesone Group Inc. 401(k) Profit Sharing Plan & Trust held $2.4M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

David Tesone II signed David Tesone Group Inc.'s 2024 Form 5500 as plan administrator.

David Tesone II — 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

David Tesone Group Inc.'s EIN is 25-1772436.

EIN 25-1772436

Plan number 002

Plan year 2024

ACK ID 20250916091308NAL0004694562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Tesone Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Tesone Group Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off