Original filing (PDF)20241008080656NAL0016310289001

Manson Bolves Donaldson Tanner, P.A.

Name: Manson Bolves Donaldson Tanner, P.A. — Manson Bolves, Form 5500 (2023)
Creator: Manson Bolves Donaldson Tanner, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Manson Bolves Donaldson Tanner, P.A. Cash Balance Plan

Defined-benefit pension plan · Manson Bolves Donaldson Tanner, P.A.'s Manson Bolves Donaldson Tanner, P.A. Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Manson Bolves Donaldson Tanner, P.A.'s EIN is 26-2553333.

EIN 26-2553333

Plan number 002

Plan year 2023

ACK ID 20241008080656NAL0016310289001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Manson Bolves Donaldson Tanner, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Manson Bolves Donaldson Tanner, P.A.'s plan includes a cash-balance formula.

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..

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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