Original filing (PDF)20230125143218NAL0010776321001

RAYFIELD & LICATA, P.C.

Name: RAYFIELD & LICATA, P.C. — RAYFIELD & LICATA 401K PROFIT SHARING PLAN, Form 5500 (2022)
Creator: RAYFIELD & LICATA, P.C.

Form 5500-SF

FILING_RECEIVED

RAYFIELD & LICATA 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 RAYFIELD & LICATA, P.C..

Plan sponsor

Name

RAYFIELD & LICATA, P.C.

EIN

22-2382400

Address

25B VREELAND ROAD SUITE 200 · FLORHAM PARK, NJ · 07932

Phone

(973) 740-0200

Industry

CPA 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

2023-01-25

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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