How big is Mary E. Koontz's plan?

Mary E. Koontz's plan reported $7.0M in assets and 7 participants for 2025.

Original filing (PDF)20260428102029NAL0005445923001

Mary E. Koontz

Name: Mary E. Koontz — Daher & Koontz Retirement Plan, Form 5500 (2025)
Creator: Mary E. Koontz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daher & Koontz Retirement Plan

401(k) retirement plan · Mary E. Koontz's Daher & Koontz Retirement Plan held $7.0M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Mary E. Koontz's EIN is 54-2098465.

EIN 54-2098465

Plan number 001

Plan year 2025

ACK ID 20260428102029NAL0005445923001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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