Original filing (PDF)20251001120726NAL0005912851001

E.V. DUNBAR COMPANY

Name: E.V. DUNBAR COMPANY — E.V. DUNBAR COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: E.V. DUNBAR COMPANY

Form 5500-SF

FILING_RECEIVED

E.V. DUNBAR COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E.V. DUNBAR COMPANY.

Plan sponsor

Name

E.V. DUNBAR COMPANY

EIN

58-0941064

Address

4255 WADE GREEN ROAD, SUITE 525 · KENNESAW, GA · 30144

Phone

(770) 218-1750

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

BRAD RAMBO & ASSOCIATES, INC.

INDEPENDENT TRADING COMPANY 401(K) PROFIT SHARING PLAN

$5.1M · 82 participants

B&B ACQUISITION, INC.

CANDLE WARMERS 401K RETIREMENT PLAN

$5.1M · 83 participants

PROPET FOOTWEAR, INC

PROPET FOOTWEAR, INC 401K PROFIT SHARING PLAN

$5.1M · 61 participants

RECURRENT TECHNOLOGIES INC

RECURRENT TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN

$5.1M · 8 participants

UPTIME SOLUTIONS ASSOCIATES, INC.

UPTIME SOLUTIONS ASSOCIATES, INC. PROFIT SHARING PLAN