Original filing (PDF)20231122165510NAL0002204657001

SVT & A, INC

Name: SVT & A, INC — Form 5500 (2022)
Creator: SVT & A, INC

Form 5500-SF

FILING_RECEIVED

SVT & A, INC

401(k) retirement plan

Signals · 1

Late filing · 0.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$523K

Net assets (EOY)

$523K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SVT & A, INC.

Plan sponsor

Name

SVT & A, INC

DBA

W. JEFF SPENCER, CPA

EIN

27-3364432

Address

19201 HIGHWAY 12 PMB 259 · SONOMA, CA · 954765413

Phone

(707) 939-8259

Industry

Professional & Technical Servicessee 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

2023-11-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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