How big is Dollars & Sense Enterprises, LLC's plan?

Dollars & Sense Enterprises, LLC's plan reported $1.1M in assets and 7 participants for 2025.

Original filing (PDF)20260214044928NAL0002613568001

Dollars & Sense Enterprises, LLC

Name: Dollars & Sense Enterprises, LLC — Dollars & Sense, Form 5500 (2025)
Creator: Dollars & Sense Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dollars & Sense Enterprises, LLC Self Employed 401(k) Plan FBO Clint Summers

401(k) retirement plan · Dollars & Sense Enterprises, LLC's Dollars & Sense Enterprises, LLC Self Employed 401(k) Plan FBO Clint Summers held $1.1M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Clint Summers signed Dollars & Sense Enterprises, LLC's 2025 Form 5500 as plan administrator.

Clint Summers — 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

Dollars & Sense Enterprises, LLC's EIN is 77-0719831.

EIN 77-0719831

Plan number 001

Plan year 2025

ACK ID 20260214044928NAL0002613568001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dollars & Sense Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dollars & Sense Enterprises, LLC'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 DOLLARS & SENSE ENTERPRISES, LLC.

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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

Knocking points off