Original filing (PDF)20231120111330NAL0000775651001

POSSES & CHASAN CPA'S PLLC

Name: POSSES & CHASAN CPA'S PLLC — POSSES & CHASAN CPA'S PLLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: POSSES & CHASAN CPA'S PLLC

Form 5500-SF

FILING_RECEIVED

POSSES & CHASAN CPA'S PLLC DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 0.1 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Filed 0.1 months past the 10.5-month grace window.
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POSSES & CHASAN CPA'S PLLC.

Plan sponsor

Name

POSSES & CHASAN CPA'S PLLC

EIN

20-5626646all filings

Address

100 NORTH CENTRE AVENUE · SUITE 500 · ROCKVILLE CENTRE, NY · 11570

Phone

(516) 764-4002

Industry

Law Offices· Professional & Technical Servicessee 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

2023-11-20

Pension benefit codes

1I · Frozen plan — no new benefit accrual

1D · Floor-offset DB

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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