How big is Joseph M DUNN's plan?

Joseph M DUNN's plan reported $45K in assets and 3 participants for 2022.

Original filing (PDF)20230421133542NAL0009691698001

Joseph M DUNN

Name: Joseph M DUNN — Joseph M DUNN 401(k) Profit Sharing, Form 5500 (2022)
Creator: Joseph M DUNN
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph M DUNN 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Joseph M DUNN's Joseph M DUNN 401(k) Profit Sharing Plan & Trust held $45K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$45K

Net assets (EOY)

$45K

People on this filing

Edward Rojas signed Joseph M DUNN's 2022 Form 5500 as plan administrator.

Edward Rojas — 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

Joseph M DUNN's EIN is 80-0590299.

EIN 80-0590299

Plan number 001

Plan year 2022

ACK ID 20230421133542NAL0009691698001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Joseph M DUNN from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Joseph M DUNN's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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