· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GANNAWAY & ASSOCIATES, LLC — GANNAWAY & ASSOCIATES 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230522172304NAL0012459984001
GANNAWAY & ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
GANNAWAY & ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
13
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GANNAWAY & ASSOCIATES, LLC
.
Find decision makers
Plan sponsor
Name
GANNAWAY & ASSOCIATES, LLC
EIN
27-3946773
Address
111 E. 5TH STREET, #200B · ROSWELL, NM · 882020417
Phone
(575) 623-8277
Industry
CPA Offices
· Professional & Technical Services
see 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
2023-05-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
MITCHELL & ASSOCIATES, PLLC
MITCHELL & ASSOCITES, PLLC 401(K)RETIREMENT PLAN
$3.6M · 5 participants
FENNER, MELSTROM & DOOLING, PLC
FENNER, MELSTROM & DOOLING, PLC
$3.6M · 29 participants
DEAGOSTINO, TARPINIAN & GIJSBERS, P.C.
DEAGOSTINO, TARPINIAN & GIJSBERS, P.C. 401(K) PLAN
$3.6M · 24 participants
BYRNE ZIZZI CPA, PLLC
BYRNE ZIZZI RETIREMENT SAVINGS PLAN
$3.6M · 43 participants
ELLIS, BRISTOL, HARMON & MARSH
ELLIS, BRISTOL, HARMON & MARSH 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.6M · 7 participants
MONTGOMERY, GLICK & COMPANY
MONTGOMERY, GLICK & COMPANY 401(K) PROFIT SHARING PLAN
$3.6M · 8 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants
