Original filing (PDF)20240124143111NAL0024630802001

CNY POMEROY APPRAISERS, INC.

Name: CNY POMEROY APPRAISERS, INC. — CNY POMEROY APPRAISERS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CNY POMEROY APPRAISERS, INC.

Form 5500-SF

FILING_RECEIVED

CNY POMEROY APPRAISERS, INC. 401(K) PROFIT SHARING PLAN

Defined-contribution 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 CNY POMEROY APPRAISERS, INC..

Plan sponsor

Name

CNY POMEROY APPRAISERS, INC.

EIN

16-1531357

Address

100 EAST SENECA STREET · MANLIUS, NY · 13104

Phone

(315) 579-3160

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-01-24

Pension benefit codes

2E · Profit-sharing

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

Related plans

Similar-size Real Estate plans

STANARD APPRAISAL SERVICES INC

DAWSON APPRAISAL, INC.

DAWSON APPRAISAL, INC. DEFINED BENEFIT PLAN

BRESLIN APPRAISAL COMPANY, INC.

BRESLIN APPRAISAL COMPANY, INC. 401K PS PLAN

CELEBRITY HOME LOANS, LLC

CELEBRITY HOME LOANS, LLC 401(K) PROFIT SHARING PLAN

HVCC APPRAISAL ORDERING