Original filing (PDF)20230926103802NAL0011698496001

ROBERT C NORTH

Name: ROBERT C NORTH — ROBERT C NORTH PROFIT SHARING PLAN, Form 5500 (2022)
Creator: ROBERT C NORTH

Form 5500-SF

FILING_RECEIVED

ROBERT C NORTH PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 5.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade A

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT C NORTH.

Plan sponsor

Name

ROBERT C NORTH

EIN

34-1811544

Address

8580 TANGLEWOOD TRL · CHAGRIN FALLS, OH · 440235600

Phone

(440) 318-4356

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-06-08

Filed

2023-09-26

Pension benefit codes

2E · Profit-sharing

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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