Original filing (PDF)20230915084853NAL0052043698001

MCSHEA ASSOCIATES, INC.

Name: MCSHEA ASSOCIATES, INC. — MCSHEA ASSOCIATES, INC 401(K) PLAN, Form 5500 (2022)
Creator: MCSHEA ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

MCSHEA ASSOCIATES, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 MCSHEA ASSOCIATES, INC..

Plan sponsor

Name

MCSHEA ASSOCIATES, INC.

EIN

22-2856936

Address

P O BOX 929 · RIVERSIDE, NJ · 080750757

Phone

(856) 786-3857

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-01

Filed

2023-09-15

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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