How big is D & V Financial Services, LLC's plan?

D & V Financial Services, LLC's plan reported $355K in assets and 3 participants for 2024.

Original filing (PDF)20250915124941NAL0003000450001

D & V Financial Services, LLC

Name: D & V Financial Services, LLC — D & V Financial, Form 5500 (2024)
Creator: D & V Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

D & V Financial Services, LLC 401(k) Plan

401(k) retirement plan · D & V Financial Services, LLC's D & V Financial Services, LLC 401(k) Plan held $355K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$355K

Net assets (EOY)

$355K

People on this filing

Douglas Sattler signed D & V Financial Services, LLC's 2024 Form 5500 as plan administrator.

Douglas Sattler — 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

D & V Financial Services, LLC's EIN is 38-3767988.

EIN 38-3767988

Plan number 001

Plan year 2024

ACK ID 20250915124941NAL0003000450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for D & V Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

D & V Financial Services, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for D & V FINANCIAL SERVICES, LLC.

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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