How big is Dunlap Sales, Inc.'s plan?

Dunlap Sales, Inc.'s plan reported $1.5M in assets and 16 participants for 2023.

Original filing (PDF)20240925163342NAL0014658193001

Dunlap Sales, Inc.

Name: Dunlap Sales, Inc. — Dunlap Sales, Inc. 401(k) Plan, Form 5500 (2023)
Creator: Dunlap Sales, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dunlap Sales, Inc. 401(k) Plan

401(k) retirement plan · Dunlap Sales, Inc.'s Dunlap Sales, Inc. 401(k) Plan held $1.5M in plan assets for 16 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Patti Barnes signed Dunlap Sales, Inc.'s 2023 Form 5500 as plan administrator.

Patti Barnes — 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

Dunlap Sales, Inc.'s EIN is 61-0864170.

EIN 61-0864170

Plan number 002

Plan year 2023

ACK ID 20240925163342NAL0014658193001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Dunlap Sales, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Dunlap Sales, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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