Original filing (PDF)20231010152351NAL0057501810001

THE LINDSLEY GROUP

Name: THE LINDSLEY GROUP — THE LINDSLEY GROUP CASH BALANCE PLAN, Form 5500 (2022)
Creator: THE LINDSLEY GROUP

Form 5500-SF

FILING_RECEIVED

THE LINDSLEY GROUP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$817K

Net assets (EOY)

$817K

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LINDSLEY GROUP.

Plan sponsor

Name

THE LINDSLEY GROUP

EIN

27-0680616

Address

750 OLD MILTON RD · RYE, NY · 10580

Phone

(212) 993-6221

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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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