Original filing (PDF)20240929095308NAL0002109107001

DEBORAH HAZEN

Name: DEBORAH HAZEN — DEBORAH HAZEN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: DEBORAH HAZEN

Form 5500-SF

FILING_RECEIVED

DEBORAH HAZEN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$337K

Net assets (EOY)

$337K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DEBORAH HAZEN.

Plan sponsor

Name

DEBORAH HAZEN

EIN

30-0103765

Address

555 MAIN ST · SHREWSBURY, MA · 015452932

Phone

(508) 845-5550

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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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