Original filing (PDF)20230905095027NAL0012508097001

D. MARK GOODWIN & ASSOCIATES, P.A.

Name: D. MARK GOODWIN & ASSOCIATES, P.A. — D. MARK GOODWIN & ASSOCIATES, P.A. RETIREMENT PLAN, Form 5500 (2022)
Creator: D. MARK GOODWIN & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

D. MARK GOODWIN & ASSOCIATES, P.A. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for D. MARK GOODWIN & ASSOCIATES, P.A..

Plan sponsor

Name

D. MARK GOODWIN & ASSOCIATES, P.A.

EIN

85-0338238all filings

Address

9016 WASHINGTON STREET NE SUITE A · ALBUQUERQUE, NM · 87113

Phone

(505) 828-2200

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator