Original filing (PDF)20230622124145NAL0001843457001

CITY STANDARD DATA

Name: CITY STANDARD DATA — CITY STANDARD DATA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: CITY STANDARD DATA

Form 5500-SF

FILING_RECEIVED

CITY STANDARD DATA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$906K

Net assets (EOY)

$906K

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 CITY STANDARD DATA.

Plan sponsor

Name

CITY STANDARD DATA

EIN

20-5580188

Address

16 BLEEKER ST · STE A · MILLBURN, NJ · 07041

Phone

(908) 810-7402

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

2023-06-22

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

MORTGAGE SERVICE PROVIDERS HOL

MORTGAGE SERVICE PROVIDERS HOL 401(K) PROFIT SHARING PLAN & TRUST

$908K · 79 participants

CAPITAL CONCEPTS INC

CAPITAL CONCEPTS INC 401(K) PLAN

$909K · 13 participants

BRMK MANAGEMENT, CORP.

BRMK 401(K) PLAN

$902K · 57 participants

DODO DATA INC

DODO DATA INC 401(K) PROFIT SHARING PLAN & TRUST

$901K · 10 participants

METROPLEX MORTGAGE SERVICES INC

METROPLEX MORTGAGE 401K PLAN

$914K · 7 participants