Original filing (PDF)20241008080656NAL0016310289001

MANSON BOLVES DONALDSON TANNER, P.A.

Name: MANSON BOLVES DONALDSON TANNER, P.A. — MANSON BOLVES DONALDSON TANNER, P.A. CASH BALANCE PLAN, Form 5500 (2023)
Creator: MANSON BOLVES DONALDSON TANNER, P.A.

Form 5500-SF

FILING_RECEIVED

MANSON BOLVES DONALDSON TANNER, P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MANSON BOLVES DONALDSON TANNER, P.A..

Plan sponsor

Name

MANSON BOLVES DONALDSON TANNER, P.A.

EIN

26-2553333all filings

Address

109 NORTH BRUSH STREET · SUITE 300 · TAMPA, FL · 33602

Phone

(813) 514-4700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator