How big is David H. Ricks & Associates' plan?

David H. Ricks & Associates' plan reported $224K in assets and 8 participants for 2023.

Original filing (PDF)20241001183209NAL0007630769001

David H. Ricks & Associates

Name: David H. Ricks & Associates — David H. Ricks &, Form 5500 (2023)
Creator: David H. Ricks & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David H. Ricks & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · David H. Ricks & Associates' David H. Ricks & Associates 401(k) Profit Sharing Plan held $224K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

People on this filing

Connie Macias signed David H. Ricks & Associates' 2023 Form 5500 as plan administrator.

Connie Macias — 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 H. Ricks & Associates' EIN is 33-0559168.

EIN 33-0559168

Plan number 001

Plan year 2023

ACK ID 20241001183209NAL0007630769001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David H. Ricks & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David H. Ricks & Associates' 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 DAVID H. RICKS & ASSOCIATES.

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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