· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MARK TAY SELF EMPLOYED RETIREMENT PLAN — Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250707103009NAL0003669713002
MARK TAY SELF EMPLOYED RETIREMENT PLAN
Form 5500-SF
FILING_RECEIVED
MARK TAY SELF EMPLOYED RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARK TAY SELF EMPLOYED RETIREMENT PLAN
.
Find decision makers
Plan sponsor
Name
MARK TAY SELF EMPLOYED RETIREMENT PLAN
EIN
02-0228869
Address
PO BOX 391 · 188 WATER STREET · EXETER, NH · 038332416
Phone
(603) 772-7676
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
2C · Money purchase (other than target benefit)
2E · Profit-sharing
2G · Total participant-directed accounts
3B · Covers self-employed individuals
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
Related plans
Similar-size Law Offices plans
DAVID E. CHRISTENSEN, PLLC
DAVID E. CHRISTENSEN, PLLC CASH BALANCE PENSION PLAN
$1.2M · 20 participants
MINSKY MCCORMICK HALLAGAN
MINSKY MCCORMICK HALLAGAN 401(K) PLAN
$1.2M · 36 participants
BOYDEN GRAY PLLC
BOYDEN GRAY & ASSOCIATES PLLC 401(K) PLAN
$1.2M · 16 participants
SKRZYNIARZ & MALLEAN A PROFESSIONAL CORPORATION
SKRZYNIARZ & MALLEAN A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
$1.2M · 3 participants
GARDNER WEISS & ROSENBLUM LLP
100
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.
GARDNER WEISS & ROSENBLUM LLP CASH BALANCE PENSION PLAN
$1.2M · 4 participants
FSG LAWYERS PC
FSG LAWYERS PC 401(K) PROFIT SHARING PLAN
$1.2M · 6 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants