How big is Dale Koontz - Builder, Inc.'s plan?

Dale Koontz - Builder, Inc.'s plan reported $5.9M in assets and 20 participants for 2024.

Original filing (PDF)20250528094125NAL0004313891001

Dale Koontz - Builder, Inc.

Name: Dale Koontz - Builder, Inc. — Dale Koontz - Builder, Form 5500 (2024)
Creator: Dale Koontz - Builder, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dale Koontz - Builder, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Dale Koontz - Builder, Inc.'s Dale Koontz - Builder, Inc. 401(k) Profit Sharing Plan and Trust held $5.9M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Dale Koontz - Builder, Inc.'s EIN is 37-1084808.

EIN 37-1084808

Plan number 001

Plan year 2024

ACK ID 20250528094125NAL0004313891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dale Koontz - Builder, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dale Koontz - Builder, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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