Original filing (PDF)20230705092753NAL0007424083001

GRAYSON & BOCK

Name: GRAYSON & BOCK — GRAYSON & BOCK CASH BALANCE PLAN, Form 5500 (2022)
Creator: GRAYSON & BOCK

Form 5500-SF

FILING_RECEIVED

GRAYSON & BOCK CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRAYSON & BOCK.

Plan sponsor

Name

GRAYSON & BOCK

EIN

13-5664434all filings

Address

855 BLOOMFIELD AVE-#200 · GLEN RIDGE, NJ · 07028

Phone

(973) 261-9105

Industry

CPA Offices· 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

2022-12-14

Filed

2023-07-05

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

BWTP P.C.

BWTP P.C. 401(K) PROFIT SHARING PLAN

FORVIS, LLP

DIXON HUGHES GOODMAN LLP CASH BALANCE PLAN

LOGIE CPA, P.C.

LOGIE CPA, P.C. 401(K) PLAN

BRUNO, P.C.

BRUNO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

JUNG NOVIKOFF & STEVENS, L.L.P.

JUNG NOVIKOFF & STEVENS, L.L.P., 401(K) & PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.