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MATTHEW S TASSEY — MATTHEW S TASSEY RETIREMENT TRUST PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231228103345NAL0011358097001
MATTHEW S TASSEY
Form 5500-SF
FILING_RECEIVED
MATTHEW S TASSEY RETIREMENT TRUST PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 1.4 mo
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
87
/ 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
94
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MATTHEW S TASSEY
.
Find decision makers
Plan sponsor
Name
MATTHEW S TASSEY
DBA
E A SCRIBNER INSURANCE
EIN
01-0409510
Address
383 US ROUTE ONE · BOX 9 · SCARBOROUGH, ME · 04074
Phone
(207) 772-6580
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-12-28
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 1.4 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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