· 2022–2024 · DOL EFAST2

B&B Tax PREP, PTRS — B&B Tax PREP 401(k) Plan, Form 5500 (2022)

Original filing (PDF)20240923120629NAL0004132563001

B&B Tax PREP, PTRS

Form 5500-SF

FILING_RECEIVED

B&B Tax PREP 401(k) Plan

401(k) retirement plan · B&B Tax PREP, PTRS' B&B Tax PREP 401(k) Plan held $266K in plan assets for 2 participants in 2022.

Signals · 2

Late filing · 10.2 moHigh average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

75

Total plan cost

n/a

Plan health

85

Vendor & structure

100

Knocking points off

Filed 10.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for B&B TAX PREP, PTRS.

Plan sponsor

Name

B&B TAX PREP, PTRS

EIN

22-3558592all filings

Address

611 BROADWAY · BAYONNE, NJ · 07002

Phone

(201) 535-8775

Industry

Professional & Technical Services

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

2024-09-23

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

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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