How big is David D. Bohannon Organization's plan?

David D. Bohannon Organization's plan reported $24.0M in assets and 32 participants for 2023.

Original filing (PDF)20240730082512NAL0020371809001

David D. Bohannon Organization

Name: David D. Bohannon Organization — David D. Bohannon, Form 5500 (2023)
Creator: David D. Bohannon Organization
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust

401(k) retirement plan · David D. Bohannon Organization's David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust held $24.0M in plan assets for 32 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.0M

Net assets (EOY)

$24.0M

People on this filing

BRET Barton signed David D. Bohannon Organization's 2023 Form 5500 as plan administrator.

BRET Barton — 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

David D. Bohannon Organization's EIN is 94-0331090.

EIN 94-0331090

Plan number 001

Plan year 2023

ACK ID 20240730082512NAL0020371809001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David D. Bohannon Organization from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David D. Bohannon Organization's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID D. BOHANNON ORGANIZATION.

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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

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 (94th percentile).

Plan sponsor

Name

DAVID D. BOHANNON ORGANIZATION

EIN

all filings

Address

60 31ST AVE. · SAN MATEO, CA · 944033404

Phone

(650) 345-8222

Industry

Real Estate

Plan administrator