How big is Winters, Salzetta, O'BRIEN, & Richardson, LLC's plan?

Winters, Salzetta, O'BRIEN, & Richardson, LLC's plan reported $1.5M in assets and 7 participants for 2022.

Original filing (PDF)20230919131111NAL0000648032001

Winters, Salzetta, O'BRIEN, & Richardson, LLC

Name: Winters, Salzetta, O'BRIEN, & Richardson, LLC — Form 5500 Plan 001 (2022)
Creator: Winters, Salzetta, O'BRIEN, & Richardson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winters, Salzetta, O'BRIEN, & Richardson 401(k) Plan

401(k) retirement plan · Winters, Salzetta, O'BRIEN, & Richardson, LLC's Winters, Salzetta, O'BRIEN, & Richardson 401(k) Plan held $1.5M in plan assets for 7 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Winters, Salzetta, O'BRIEN, & Richardson, LLC's EIN is 36-4169291.

EIN 36-4169291

Plan number 001

Plan year 2022

ACK ID 20230919131111NAL0000648032001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Winters, Salzetta, O'BRIEN, & Richardson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Winters, Salzetta, O'BRIEN, & Richardson, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINTERS, SALZETTA, O'BRIEN, & RICHARDSON, LLC.

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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