Original filing (PDF)20250513133230NAL0013407891001

DAVID N. KNUDSON, A PROFESSIONAL CORPORATION

Name: DAVID N. KNUDSON, A PROFESSIONAL CORPORATION — DAVID N. KNUDSON, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DAVID N. KNUDSON, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

DAVID N. KNUDSON, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 DAVID N. KNUDSON, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

DAVID N. KNUDSON, A PROFESSIONAL CORPORATION

EIN

77-0149393

Address

5151 N. PALM AVE. · FRESNO, CA · 93704

Phone

(559) 224-7656

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-13

Pension benefit codes

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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