Original filing (PDF)20230314095317NAL0011541475001

PATRICIA A. HEIMBUCH AND ASSOCIATES

Name: PATRICIA A. HEIMBUCH AND ASSOCIATES — PATRICIA A. HEIMBUCH 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: PATRICIA A. HEIMBUCH AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

PATRICIA A. HEIMBUCH 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICIA A. HEIMBUCH AND ASSOCIATES.

Plan sponsor

Name

PATRICIA A. HEIMBUCH AND ASSOCIATES

EIN

31-1766804all filings

Address

11145 READING ROAD · CINCINNATI, OH · 45241

Phone

(513) 554-1104

Industry

Finance & Insurancesee all

Plan administrator