Original filing (PDF)20250731094142NAL0002480147001

ELIZABETH A DUNN CPA PA

Name: ELIZABETH A DUNN CPA PA — ELIZABETH A DUNN CPA PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ELIZABETH A DUNN CPA PA

Form 5500-SF

FILING_RECEIVED

ELIZABETH A DUNN CPA PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELIZABETH A DUNN CPA PA.

Plan sponsor

Name

ELIZABETH A DUNN CPA PA

EIN

65-1102371

Address

1001 W YAMATO RD - STE 100 · BOCA RATON, FL · 334314403

Phone

(561) 391-1120

Industry