Original filing (PDF)20250508103252NAL0008746227001

DUROCHER & WINTER, P.C.

Name: DUROCHER & WINTER, P.C. — D&W 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DUROCHER & WINTER, P.C.

Form 5500-SF

FILING_RECEIVED

D&W 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 DUROCHER & WINTER, P.C..

Plan sponsor

Name

DUROCHER & WINTER, P.C.

EIN

81-0421173

Address

P. O. BOX 1629 · 118 SIXTH STREET SOUTH · GREAT FALLS, MT · 594031629

Phone

(406) 727-4020

Industry

Law 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

2025-05-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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