Original filing (PDF)20230921144825NAL0003114737001

BRADLEY BOSTICK, SOLE PROP. DBA MEDIATION AND LAW OFFICE OF BRADLEY BO

Name: BRADLEY BOSTICK, SOLE PROP. DBA MEDIATION AND LAW OFFICE OF BRADLEY BO — MEDIATION AND LAW OFFICE OF BRADLEY BOSTICK CASH BALANCE PLAN, Form 5500 (2022)
Creator: BRADLEY BOSTICK, SOLE PROP. DBA MEDIATION AND LAW OFFICE OF BRADLEY BO

Form 5500-SF

FILING_RECEIVED

MEDIATION AND LAW OFFICE OF BRADLEY BOSTICK CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 BRADLEY BOSTICK, SOLE PROP. DBA MEDIATION AND LAW OFFICE OF BRADLEY BO.

Plan sponsor

Name

BRADLEY BOSTICK, SOLE PROP. DBA MEDIATION AND LAW OFFICE OF BRADLEY BO

EIN

20-5859148

Address

1480 MORAGA ROAD · SUITE C #192 · MORAGA, CA · 94556

Phone

(925) 878-1682

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-21

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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