Original filing (PDF)20230913123827NAL0029744368001

JOHN SATTLER CPA PC

Name: JOHN SATTLER CPA PC — JOHN SATTLER CPA PC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JOHN SATTLER CPA PC

Form 5500-SF

FILING_RECEIVED

JOHN SATTLER CPA PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN SATTLER CPA PC.

Plan sponsor

Name

JOHN SATTLER CPA PC

EIN

26-4119270

Address

333 JERICHO TPK · SUITE 211 · JERICHO, NY · 11753

Phone

(516) 364-9393

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2023-09-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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