Original filing (PDF)20230515125450NAL0020218195001

BERNARD B KUMETAT

Name: BERNARD B KUMETAT — BERNARD B KUMETAT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: BERNARD B KUMETAT

Form 5500-SF

FILING_RECEIVED

BERNARD B KUMETAT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BERNARD B KUMETAT

EIN

16-1133337all filings

Address

300 CROSS KEYES OFFICE PARK STE 304 · FAIRPORT, NY · 14450

Phone

(585) 377-3115

Industry

Finance & Insurancesee 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

2023-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ANNUITY ADVISORS

ANNUITY ADVISORS SOCA BENEFIT PLAN

$5K · 2 participants

GRACE BENEFITS GROUP LLC

GRACE BENEFITS GROUP LLC - 401K

$5K · 2 participants

KOVERAGEONE, LLC D/B/A KOVERAGEONE

KOVERAGEONE 401(K) PLAN

$5K

SENIOR CARE PLUS INC.

SENIOR CARE PLUS 401(K) PLAN

$6K · 5 participants

JANSICK INSURANCE GROUP

JANSICK INSURANCE GROUP 401(K)

$6K

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