How big is Paul Heath Audio, Ltd.'s plan?

Paul Heath Audio, Ltd.'s plan reported $593K in assets and 12 participants for 2023.

Original filing (PDF)20250415150345NAL0006736226001

Paul Heath Audio, Ltd.

Name: Paul Heath Audio, Ltd. — Paul Heath Audio, Ltd., Form 5500 (2023)
Creator: Paul Heath Audio, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul Heath Audio, Ltd. Profit Sharing Plan and Trust

401(k) retirement plan · Paul Heath Audio, Ltd.'s Paul Heath Audio, Ltd. Profit Sharing Plan and Trust held $593K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$593K

Net assets (EOY)

$593K

People on this filing

Morris Cottle signed Paul Heath Audio, Ltd.'s 2023 Form 5500 as plan administrator.

Morris Cottle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Paul Heath Audio, Ltd.'s EIN is 36-2838514.

EIN 36-2838514

Plan number 003

Plan year 2023

ACK ID 20250415150345NAL0006736226001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Paul Heath Audio, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Paul Heath Audio, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

PAUL HEATH AUDIO, LTD.

EIN

all filings

Address

1160 S MICHIGAN AVE-SUITE 3002 · CHICAGO, IL · 606053047

Phone

(312) 663-1160

Industry

Retail Trade

Plan administrator