· 2022–2024 · DOL EFAST2

Novak & Barhorst CPAS Chartered — Novak & Barhorst, Form 5500 (2023)

Original filing (PDF)20240502110156NAL0009540883001

Novak & Barhorst CPAS Chartered

Form 5500-SF

FILING_RECEIVED

Novak & Barhorst CPAS Chartered 401(k) Profit Sharing Plan

401(k) retirement plan · Novak & Barhorst CPAS Chartered's Novak & Barhorst CPAS Chartered 401(k) Profit Sharing Plan held $1.6M in plan assets for 5 participants in 2023.

Active participants

5

Accounts w/ balance

4

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NOVAK & BARHORST CPAS CHARTERED.

Plan sponsor

Name

NOVAK & BARHORST CPAS CHARTERED

EIN

20-8349516all filings

Address

849 20TH STREET · VERO BEACH, FL · 32960

Phone

(772) 778-5100

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Name

NOVAK & BARHORST CPAS CHARTERED

EIN

20-8349516

City

VERO BEACH, FL

Phone

(772) 778-5100

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-02

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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