Original filing (PDF)20230408071250NAL0000446272001

BIERCE & KENERSON, P.C.

Name: BIERCE & KENERSON, P.C. — BIERCE & KENERSON, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: BIERCE & KENERSON, P.C.

Form 5500-SF

FILING_RECEIVED

BIERCE & KENERSON, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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 BIERCE & KENERSON, P.C..

Plan sponsor

Name

BIERCE & KENERSON, P.C.

EIN

13-3748237

Address

2450 HARBOURSIDE DR APT 243 · LONGBOAT KEY, FL · 342284160

Phone

(212) 840-0080

Industry

Law Offices· 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

2023-04-08

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

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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