Original filing (PDF)20231213121818NAL0024488273001

BOTTOM LINE CPA, LLC

Name: BOTTOM LINE CPA, LLC — BOTTOM LINE CPA, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: BOTTOM LINE CPA, LLC

Form 5500-SF

FILING_RECEIVED

BOTTOM LINE CPA, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 BOTTOM LINE CPA, LLC.

Plan sponsor

Name

BOTTOM LINE CPA, LLC

EIN

27-1836647

Address

53 NORTH HIGH STREET · DUBLIN, OH · 43017

Phone

(614) 408-8354

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-30

Filed

2023-12-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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