Original filing (PDF)20241029100101NAL0009594530001

JANET B BELL CPA

Name: JANET B BELL CPA — JANET B BELL CPA 401(K) PLAN, Form 5500 (2023)
Creator: JANET B BELL CPA

Form 5500-SF

FILING_RECEIVED

JANET B BELL CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JANET B BELL CPA.

Plan sponsor

Name

JANET B BELL CPA

EIN

22-3125809

Address

19 MELROSE DR · CHESTER, NJ · 079302304

Phone

(908) 879-8040

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-18

Filed

2024-10-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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