· 2022–2024 · DOL EFAST2

DOLLARS & SENSE ENTERPRISES, LLC — DOLLARS & SENSE ENTERPRISES, LLC SELF EMPLOYED 401(K) PLAN FBO CLINT SUMMERS, Form 5500 (2024)

Original filing (PDF)20250124075051NAL0008004977001

DOLLARS & SENSE ENTERPRISES, LLC

Form 5500-SF

FILING_RECEIVED

DOLLARS & SENSE ENTERPRISES, LLC SELF EMPLOYED 401(K) PLAN FBO CLINT SUMMERS

401(k) retirement plan

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$933K

Net assets (EOY)

$933K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOLLARS & SENSE ENTERPRISES, LLC.

Plan sponsor

Name

DOLLARS & SENSE ENTERPRISES, LLC

EIN

77-0719831all filings

Address

784 BLACKBERRY RUN TRAIL · DALLAS, GA · 30132

Phone

(404) 219-3630

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Related plans

Similar-size CPA Offices plans

MJH 401(K) PLAN

$933K · 7 participants

FENTON & ASSOCIATES

FENTON ADVISORS 401(K) PLAN

$934K · 8 participants

DESMOND CONSULTING GROUP

DESMOND CONSULTING GROUP 401(K) PROFIT SHARING PLAN

$932K · 6 participants

GLICK & COMPANY, LLC

GLICK & COMPANY, LLC 401(K) PLAN

$932K · 3 participants

BURGE & ASSOCIATES, P.C.

BURGE AND ASSOCIATES, P. C. 401(K) PLAN

$931K · 14 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.