How big is Donna Mann's plan?

Donna Mann's plan reported $2.7M in assets and 6 participants for 2025.

Original filing (PDF)20260515092611NAL0008068419001

Donna Mann

Name: Donna Mann — Donna Mann 401(k) Plan, Form 5500 (2025)
Creator: Donna Mann
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donna Mann 401(k) Plan

401(k) retirement plan · Donna Mann's Donna Mann 401(k) Plan held $2.7M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Donna Mann signed Donna Mann's 2025 Form 5500 as plan administrator.

Donna Mann — 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

Donna Mann's EIN is 51-0511234.

EIN 51-0511234

Plan number 001

Plan year 2025

ACK ID 20260515092611NAL0008068419001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Donna Mann from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Donna Mann's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Plan sponsor

Name

DONNA MANN

EIN

all filings

Address

2622 NW 43RD ST., STE. A2 · GAINESVILLE, FL · 32606

Phone

(352) 395-7552

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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