How big is James Dallas & Associates Defined Benefit Plan's plan?

James Dallas & Associates Defined Benefit Plan's plan reported $2.3M in assets and 3 participants for 2024.

Original filing (PDF)20251010160840NAL0013494720001

James Dallas & Associates Defined Benefit Plan

Name: James Dallas & Associates Defined Benefit Plan — Form 5500 (2024)
Creator: James Dallas & Associates Defined Benefit Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-benefit pension plan · James Dallas & Associates Defined Benefit Plan held $2.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

James Dallas & Associates Defined Benefit Plan's EIN is 81-4015360.

EIN 81-4015360

Plan number 002

Plan year 2024

ACK ID 20251010160840NAL0013494720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Dallas & Associates Defined Benefit Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Dallas & Associates Defined Benefit Plan's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES DALLAS & ASSOCIATES DEFINED BENEFIT PLAN.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score