Original filing (PDF)20231212123511NAL0016226339001

JACKSON COOK CARACAPPA & SCOTT P.C.

Name: JACKSON COOK CARACAPPA & SCOTT P.C. — JACKSON COOK CARACAPPA & SCOTT P.C. 401K PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JACKSON COOK CARACAPPA & SCOTT P.C.

Form 5500-SF

FILING_RECEIVED

JACKSON COOK CARACAPPA & SCOTT P.C. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACKSON COOK CARACAPPA & SCOTT P.C..

Plan sponsor

Name

JACKSON COOK CARACAPPA & SCOTT P.C.

EIN

23-2212251

Address

6 PENNS TRAIL · SUITE 202 · NEWTON, PA · 18940

Phone

(215) 946-4342

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-04-01

Tax period

2023-03-31

Filed

2023-12-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BLACKWELL & DUNCAN, PLLC

BLACKWELL & DUNCAN, PLLC 401(K) PLAN

$2.6M · 6 participants

HUGHEY LAW FIRM, LLC

HUGHEY LAW FIRM, LLC 401(K) PLAN

$2.6M · 9 participants

DANIELSON LEGAL LLC

DANIELSON LEGAL LLC 401(K) PLAN

$2.6M · 10 participants

REVERE LAW GROUP, PLLC

REVERE LAW GROUP, PLLC 401(K) PLAN

$2.6M · 4 participants

BENTLEY M. SAUL, LTD.

BENTLEY M. SAUL, LTD. PENSION PLAN

$2.6M · 3 participants