How big is Phase 2 Consulting LLC's plan?

Phase 2 Consulting LLC's plan reported $10K in assets for 2022.

Original filing (PDF)20230830131039NAL0003836371001

Phase 2 Consulting LLC

Name: Phase 2 Consulting LLC — Phase 2 Consulting LLC, Form 5500 (2022)
Creator: Phase 2 Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phase 2 Consulting LLC 401(k) Plan

401(k) retirement plan · Phase 2 Consulting LLC's Phase 2 Consulting LLC 401(k) Plan reported $10K in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Marsha Cotugno signed Phase 2 Consulting LLC's 2022 Form 5500 as plan administrator.

Marsha Cotugno — 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

Phase 2 Consulting LLC's EIN is 38-4068420.

EIN 38-4068420

Plan number 001

Plan year 2022

ACK ID 20230830131039NAL0003836371001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Phase 2 Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Phase 2 Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHASE 2 CONSULTING LLC.

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Plan health score

Above-average plan

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