Original filing (PDF)20230905093611NAL0012489233001

NOLAN CERTIFIED PUBLIC ACCOUNTING SERVICES, PLLC

Name: NOLAN CERTIFIED PUBLIC ACCOUNTING SERVICES, PLLC — NOLAN CERTIFIED PUBLIC ACCOUNTING SERVICES, PLLC 401(K) PLAN, Form 5500 (2022)
Creator: NOLAN CERTIFIED PUBLIC ACCOUNTING SERVICES, PLLC

Form 5500-SF

FILING_RECEIVED

NOLAN CERTIFIED PUBLIC ACCOUNTING SERVICES, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 NOLAN CERTIFIED PUBLIC ACCOUNTING SERVICES, PLLC.

Plan sponsor

Name

NOLAN CERTIFIED PUBLIC ACCOUNTING SERVICES, PLLC

EIN

36-4720268

Address

184 EDIE RD. · SUITE B · SARATOGA SPRINGS, NY · 12866

Phone

(518) 587-1136

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

2023-09-05

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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