Original filing (PDF)20240708150757NAL0012508945001

TOWNSEND & VALENTE LLP

Name: TOWNSEND & VALENTE LLP — TOWNSEND & VALENTE LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: TOWNSEND & VALENTE LLP

Form 5500-SF

FILING_RECEIVED

TOWNSEND & VALENTE LLP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 TOWNSEND & VALENTE LLP.

Plan sponsor

Name

TOWNSEND & VALENTE LLP

EIN

13-3516709

Address

555 FIFTH AVENUE · 14TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 687-4385

Industry

Law Offices· 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

2024-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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