How big is Haltom and DOAN's plan?

Haltom and DOAN's plan reported $2.4M in assets and 13 participants for 2024.

Original filing (PDF)20250916093311NAL0004049874001

Haltom and DOAN

Name: Haltom and DOAN — Haltom & DOAN 401(k) Retirement, Form 5500 (2024)
Creator: Haltom and DOAN
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haltom & DOAN 401(k) Retirement Plan

401(k) retirement plan · Haltom and DOAN's Haltom & DOAN 401(k) Retirement Plan held $2.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Darby V. DOAN signed Haltom and DOAN's 2024 Form 5500 as plan administrator.

Darby V. DOAN — 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

Haltom and DOAN's EIN is 35-2239600.

EIN 35-2239600

Plan number 001

Plan year 2024

ACK ID 20250916093311NAL0004049874001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Haltom and DOAN'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 HALTOM AND DOAN.

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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