Original filing (PDF)20230428102923NAL0018816320001

BEST PRACTICES, LLC

Name: BEST PRACTICES, LLC — BEST PRACTICES PROFIT SHARING PLAN, Form 5500 (2022)
Creator: BEST PRACTICES, LLC

Form 5500-SF

FILING_RECEIVED

BEST PRACTICES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$212K

Net assets (EOY)

$212K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEST PRACTICES, LLC.

Plan sponsor

Name

BEST PRACTICES, LLC

EIN

26-3358536all filings

Address

4604 TIMBER COMMONS DRIVE · SANDUSKY, OH · 44870

Phone

(419) 959-8600

Industry

Finance & Insurancesee 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

2023-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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

Related plans

Similar-size Finance & Insurance plans

GSMK TAX LLC

$212K · 23 participants

WEBER WEALTH MANAGEMENT AND INSURANCE INC

WEBER WEALTH MANAGEMENT AND INSURANCE INC 401K PROFIT SHARING PLAN

$211K · 2 participants

PRIDA WEALTH MANAGEMENT

PRIDA WEALTH MANAGEMENT 401(K) PLAN

$212K · 4 participants

BEYOND FINANCIAL SERVICES

MILLAR FINANCIAL GROUP RETIREMENT PLAN

$211K · 3 participants

GARY A WARNER DBA WARNER WEALTH

WARNER WEALTH STRATEGIES RETIREMENT PLAN

$211K · 5 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.