Original filing (PDF)20230420092928NAL0004157616001

J & B TAX AND ACCOUNTING

Name: J & B TAX AND ACCOUNTING — J & B TAX AND ACCOUNTING 401(K) P/S PLAN, Form 5500 (2022)
Creator: J & B TAX AND ACCOUNTING

Form 5500-SF

FILING_RECEIVED

J & B TAX AND ACCOUNTING 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J & B TAX AND ACCOUNTING.

Plan sponsor

Name

J & B TAX AND ACCOUNTING

EIN

03-0489572all filings

Address

1755 DEER PARK AVENUE · DEER PARK, NY · 11729

Phone

(631) 274-4737

Industry

Finance & Insurancesee 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

2023-04-20

Pension benefit codes

2G · Total participant-directed accounts

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

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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