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FONTES & MAHONY, CPAS, LLP — FONTES & MAHONY, CPAS, LLP DEFINED BENEFIT PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230514133840NAL0019570499001
FONTES & MAHONY, CPAS, LLP
Form 5500-SF
FILING_RECEIVED
FONTES & MAHONY, CPAS, LLP DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
FONTES & MAHONY, CPAS, LLP
.
Find decision makers
Plan sponsor
Name
FONTES & MAHONY, CPAS, LLP
EIN
33-0620766
Address
30448 RANCHO VIEJO RD, #220 · SAN JUAN CAPISTRANO, CA · 92675
Phone
(949) 443-3160
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-05-14
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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