Original filing (PDF)20230706140304NAL0014674753001

MARK P. FINLAY ARCHITECTS, AIA

Name: MARK P. FINLAY ARCHITECTS, AIA — MARK P. FINLAY ARCHITECTS, AIA SAVINGS AND INCENTIVE PLAN, Form 5500 (2022)
Creator: MARK P. FINLAY ARCHITECTS, AIA

Form 5500-SF

FILING_RECEIVED

MARK P. FINLAY ARCHITECTS, AIA SAVINGS AND INCENTIVE PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 MARK P. FINLAY ARCHITECTS, AIA.

Plan sponsor

Name

MARK P. FINLAY ARCHITECTS, AIA

EIN

06-1114522

Address

96 OLD POST ROAD · SUITE 200 · SOUTHPORT, CT · 06890

Phone

(203) 254-2388

Industry

Professional & Technical Servicessee 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

2023-07-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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