How big is Data Forms, Inc.'s plan?

Data Forms, Inc.'s plan reported $923K in assets and 24 participants for 2024.

Original filing (PDF)20260224110720NAL0003706819001

Data Forms, Inc.

Name: Data Forms, Inc. — Data Forms, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Data Forms, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Data Forms, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Data Forms, Inc.'s Data Forms, Inc. 401(k) Profit Sharing Plan held $923K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$923K

Net assets (EOY)

$923K

Plan identifiers

Data Forms, Inc.'s EIN is 71-0563633.

EIN 71-0563633

Plan number 001

Plan year 2024

ACK ID 20260224110720NAL0003706819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Data Forms, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DATA FORMS, INC..

Finding similar companies…

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