Original filing (PDF)20230504143743NAL0020928897001

GLENN H BAER CPA 401-K PLAN

Name: GLENN H BAER CPA 401-K PLAN — GLENN H BAER CPA, Form 5500 (2022)
Creator: GLENN H BAER CPA 401-K PLAN

Form 5500-SF

FILING_RECEIVED

GLENN H BAER CPA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 GLENN H BAER CPA 401-K PLAN.

Plan sponsor

Name

GLENN H BAER CPA 401-K PLAN

EIN

14-1785692

Address

11 EVERGREEN LN · JAFFREY, NH · 034525607

Phone

(518) 755-3929

Industry

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

2023-05-04

Pension benefit codes

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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