How big is Dennis N. Middleton, CPA's plan?

Dennis N. Middleton, CPA's plan reported $23K in assets and 4 participants for 2024.

Original filing (PDF)20251009155254NAL0016540850001

Dennis N. Middleton, CPA

Name: Dennis N. Middleton, CPA — Dennis N. Middleton, CPA, Form 5500 (2024)
Creator: Dennis N. Middleton, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dennis N. Middleton, CPA 401(k) Plan

401(k) retirement plan · Dennis N. Middleton, CPA's Dennis N. Middleton, CPA 401(k) Plan held $23K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Richard Tatum signed Dennis N. Middleton, CPA's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Dennis N. Middleton, CPA's EIN is 94-3316171.

EIN 94-3316171

Plan number 001

Plan year 2024

ACK ID 20251009155254NAL0016540850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dennis N. Middleton, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dennis N. Middleton, CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DENNIS N. MIDDLETON, CPA.

Finding similar companies…

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