Original filing (PDF)20241015090403NAL0055291986001

TERRENCE MCKEON

Name: TERRENCE MCKEON — TAX DEFERRED ANNUITY PLAN OF AVIDD 2022, Form 5500 (2023)
Creator: TERRENCE MCKEON

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF AVIDD 2022

403(b) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

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 TERRENCE MCKEON.

Plan sponsor

Name

TERRENCE MCKEON

DBA

AVIDD COMMUNITY SERVICES

EIN

22-2726156

Address

92 BROADWAY STE 101 · DENVILLE, NJ · 078342733

Phone

(973) 886-1953

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2L · 403(b)(1) annuity

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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