Original filing (PDF)20230728130005NAL0017184544002

MIDCAP & COMPANY CPA'S

Name: MIDCAP & COMPANY CPA'S — MIDCAP & COMPANY 401-K PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: MIDCAP & COMPANY CPA'S

Form 5500-SF

FILING_RECEIVED

MIDCAP & COMPANY 401-K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDCAP & COMPANY CPA'S.

Plan sponsor

Name

MIDCAP & COMPANY CPA'S

EIN

34-1313639

Address

137 S. MAIN STREET - SUITE 100 · AKRON, OH · 44308

Phone

(330) 762-8825

Industry

CPA Offices· 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

2023-07-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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