How big is Duncan Green, P.C.'s plan?

Duncan Green, P.C.'s plan reported $12.1M in assets and 16 participants for 2023.

Original filing (PDF)20240612132635NAL0046530384001

Duncan Green, P.C.

Name: Duncan Green, P.C. — Duncan Law Firm 401(k) Plan, Form 5500 (2023)
Creator: Duncan Green, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duncan Law Firm 401(k) Plan

401(k) retirement plan · Duncan Green, P.C.'s Duncan Law Firm 401(k) Plan held $12.1M in plan assets for 16 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

Plan identifiers

Duncan Green, P.C.'s EIN is 42-1394790.

EIN 42-1394790

Plan number 001

Plan year 2023

ACK ID 20240612132635NAL0046530384001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Duncan Green, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Duncan Green, P.C.'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 DUNCAN GREEN, P.C..

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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