Original filing (PDF)20230522172326NAL0008616513001

HILDE MINKEL & ASSOCIATES

Name: HILDE MINKEL & ASSOCIATES — HILDE MINKEL & ASSOCIATES CASH BALANCE PLAN, Form 5500 (2022)
Creator: HILDE MINKEL & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

HILDE MINKEL & ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 HILDE MINKEL & ASSOCIATES.

Plan sponsor

Name

HILDE MINKEL & ASSOCIATES

EIN

06-1430628

Address

3591 SACRAMENTO DRIVE, #122 · SAN LUIS OBISPO, CA · 93401

Phone

(805) 544-1314

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-22

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

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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