Original filing (PDF)20231006074833NAL0045794802001

M. MARGOLIS & ASSOCIATES

Name: M. MARGOLIS & ASSOCIATES — M. MARGOLIS & ASSOCIATES 401(K) PLAN, Form 5500 (2022)
Creator: M. MARGOLIS & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

M. MARGOLIS & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M. MARGOLIS & ASSOCIATES.

Plan sponsor

Name

M. MARGOLIS & ASSOCIATES

EIN

41-1920117

Address

N1470 PEPIN VIEW SOUTH LANE · PEPIN, WI · 54759

Phone

(612) 940-8323

Industry

Other Services (ex. Public Admin)see 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

2023-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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