How big is Dumbeck & Dumbeck's plan?

Dumbeck & Dumbeck's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250925190031NAL0007901777001

Dumbeck & Dumbeck

Name: Dumbeck & Dumbeck — Form 5500 (2024)
Creator: Dumbeck & Dumbeck
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dumbeck & Dumbeck

401(k) retirement plan · Dumbeck & Dumbeck held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

JON Dumbeck signed Dumbeck & Dumbeck's 2024 Form 5500 as plan administrator.

JON Dumbeck — 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

Dumbeck & Dumbeck's EIN is 33-0728353.

EIN 33-0728353

Plan number 001

Plan year 2024

ACK ID 20250925190031NAL0007901777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dumbeck & Dumbeck from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dumbeck & Dumbeck'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 DUMBECK & DUMBECK.

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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.

Plan sponsor

Name

DUMBECK & DUMBECK

EIN

all filings

Address

3355 MISSION AVE. SUITE 139 · OCEANSIDE, CA · 92058

Phone

(760) 529-4958

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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