Original filing (PDF)20251015095103NAL0002103507001

TEAM DUSWALT INC.

Name: TEAM DUSWALT INC. — TEAM DUSWALT, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TEAM DUSWALT INC.

Form 5500-SF

FILING_RECEIVED

TEAM DUSWALT, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$981K

Net assets (EOY)

$981K

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 TEAM DUSWALT INC..

Plan sponsor

Name

TEAM DUSWALT INC.

EIN

95-4652847

Address

2625 TOWNSGATE ROAD, SUITE 330 · WESTLAKE VILLAGE, CA · 91361

Phone

(661) 904-7274

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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