Original filing (PDF)20251014133916NAL0006214994001

DUGAN & LOPATKA CPA'S P.C.

Name: DUGAN & LOPATKA CPA'S P.C. — DUGAN & LOPATKA CPA'S P.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DUGAN & LOPATKA CPA'S P.C.

Form 5500-SF

FILING_RECEIVED

DUGAN & LOPATKA CPA'S P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUGAN & LOPATKA CPA'S P.C..

Plan sponsor

Name

DUGAN & LOPATKA CPA'S P.C.

EIN

36-2886485

Address

4320 WINFIELD ROAD, SUITE 450 · WARRENVILLE, IL · 60555

Phone

(630) 665-4440

Industry

CPA Offices· Professional & Technical Servicessee all

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

2025-10-14

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

2R · Participant-directed brokerage (SDBA)

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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