Original filing (PDF)20231027141331NAL0005652435001

ROGER L. URBAN INC DBA PLATTER'S CHOCOLATES

Name: ROGER L. URBAN INC DBA PLATTER'S CHOCOLATES — PLATTER'S CHOCOLATES 401(K) PLAN, Form 5500 (2022)
Creator: ROGER L. URBAN INC DBA PLATTER'S CHOCOLATES

Form 5500-SF

FILING_RECEIVED

PLATTER'S CHOCOLATES 401(K) PLAN

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 ROGER L. URBAN INC DBA PLATTER'S CHOCOLATES.

Plan sponsor

Name

ROGER L. URBAN INC DBA PLATTER'S CHOCOLATES

EIN

16-1437819

Address

908 NIAGARA FALLS BLVD, SUITE 106 · NORTH TONAWANDA, NY · 14120

Phone

(716) 693-5391

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-31

Filed

2023-10-27

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)

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

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