Dunleavy Financial Management, Inc. Retirement Plan — Form 5500 plan (Dunleavy Financial Management, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dunleavy Financial Management, Inc. Retirement Plan is a benefit plan reported by Dunleavy Financial Management, Inc. under EIN 46-3370861 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $851,004 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$851KPlan net assets, end of year$851,004
Participants11Covered participants reported
Assets / participant$77.4KComputed: assets ÷ participants$77,364 (computed)
Provider compensationNone reported
- Plan sponsor
- Dunleavy Financial Management, Inc.
- EIN
- 46-3370861
- Plan number
- 001
- Plan type
- 2
- Location
- Medford, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240812071051NAL0016147072001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$851K total assets
Net assets$851KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $851,004
- Net assets (EOY)
- $851,004
- Net assets (BOY)
- $751,000
Income & contributions
- Total income / additions
- $100,004
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $100,004
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.