Original filing (PDF)20241103150643NAL0006497153001

SHARON L. ZAVALANSKI

Name: SHARON L. ZAVALANSKI — SHARON L. ZAVALANSKI CASH BALANCE PLAN, Form 5500 (2023)
Creator: SHARON L. ZAVALANSKI

Form 5500-SF

FILING_RECEIVED

SHARON L. ZAVALANSKI CASH BALANCE PLAN

Defined-benefit pension 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 SHARON L. ZAVALANSKI.

Plan sponsor

Name

SHARON L. ZAVALANSKI

EIN

20-3853595

Address

7532 GARDNER PARK DRIVE · GAINESVILLE, VA · 20155

Phone

(703) 928-6246

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-10-31

Filed

2024-11-03

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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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