Original filing (PDF)20231005080940NAL0013266323001

KENNETH M. WASSERMAN, CPA

Name: KENNETH M. WASSERMAN, CPA — KENNETH M. WASSERMAN, CPA 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: KENNETH M. WASSERMAN, CPA

Form 5500-SF

FILING_RECEIVED

KENNETH M. WASSERMAN, CPA 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 KENNETH M. WASSERMAN, CPA.

Plan sponsor

Name

KENNETH M. WASSERMAN, CPA

EIN

25-1382693

Address

3616 LIBERTY AVENUE · PITTSBURGH, PA · 15201

Phone

(412) 621-7737

Industry

CPA 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

2023-10-05

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

2F · ERISA section 404(c)

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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