Original filing (PDF)20230526143307NAL0020513952001

DEMARCO WACHTER & CO.

Name: DEMARCO WACHTER & CO. — DEMARCO WACHTER & COMPANY 401(K) RETIREMENT PLAN, Form 5500 (2022)
Creator: DEMARCO WACHTER & CO.

Form 5500-SF

FILING_RECEIVED

DEMARCO WACHTER & COMPANY 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 DEMARCO WACHTER & CO..

Plan sponsor

Name

DEMARCO WACHTER & CO.

EIN

25-1401360

Address

403 WEST 10TH STREET · ERIE, PA · 16502

Phone

(814) 454-6317

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

2023-05-26

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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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