Original filing (PDF)20240205111332NAL0040253072001

SHRIKANT NADKARNI, CPA

Name: SHRIKANT NADKARNI, CPA — NEXT HORIZON ADVISORS, LLC CASH BALANCE PLAN, Form 5500 (2022)
Creator: SHRIKANT NADKARNI, CPA

Form 5500-SF

FILING_RECEIVED

NEXT HORIZON ADVISORS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHRIKANT NADKARNI, CPA.

Plan sponsor

Name

SHRIKANT NADKARNI, CPA

EIN

22-3088233

Address

21 ELEANOR DRIVE · KENDALL PARK, NJ · 08824

Phone

(732) 344-0711

Industry

Finance & Insurancesee 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

2024-02-05

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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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