Original filing (PDF)20250714163826NAL0000833315001

GAFFNEY, BENNETT AND ASSOCIATES, INC.

Name: GAFFNEY, BENNETT AND ASSOCIATES, INC. — GAFFNEY, BENNETT AND ASSOCIATES, INC. CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: GAFFNEY, BENNETT AND ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

GAFFNEY, BENNETT AND ASSOCIATES, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 GAFFNEY, BENNETT AND ASSOCIATES, INC..

Plan sponsor

Name

GAFFNEY, BENNETT AND ASSOCIATES, INC.

EIN

06-1123532

Address

ONE LIBERTY SQUARE · NEW BRITAIN, CT · 06051

Phone

(860) 229-0301

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

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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