Original filing (PDF)20231011140952NAL0019217731001

ANSELMI & CARVELLI, LLP

Name: ANSELMI & CARVELLI, LLP — ANSELMI & CARVELLI, LLP 401(K) PLAN, Form 5500 (2022)
Creator: ANSELMI & CARVELLI, LLP

Form 5500-SF

FILING_RECEIVED

ANSELMI & CARVELLI, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

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 ANSELMI & CARVELLI, LLP.

Plan sponsor

Name

ANSELMI & CARVELLI, LLP

EIN

22-3425129

Address

56 HEADQUARTERS PLAZA · FIFTH FLOOR · MORRISTOWN, NJ · 07960

Phone

(973) 635-6399

Industry

Law 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

2023-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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