Original filing (PDF)20241023125451NAL0003837377001

MICHAEL NELSON

Name: MICHAEL NELSON — PRUDENTIAL BACHE RETIREMENT PLUS ONE-PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MICHAEL NELSON

Form 5500-SF

FILING_RECEIVED

PRUDENTIAL BACHE RETIREMENT PLUS ONE-PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 MICHAEL NELSON.

Plan sponsor

Name

MICHAEL NELSON

EIN

13-3298501

Address

CITRIN COOPERMAN · 709 WESTCHESTER AVE · WHITE PLAINS, NY · 10604

Phone

—

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-23

Pension benefit codes

2E · Profit-sharing

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

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