Original filing (PDF)20241009132203NAL0009248419001

JOSHUA M. AMBUSH, LLC

Name: JOSHUA M. AMBUSH, LLC — JOSHUA M. AMBUSH, LLC CASH BALANCE PLAN, Form 5500 (2023)
Creator: JOSHUA M. AMBUSH, LLC

Form 5500-SF

FILING_RECEIVED

JOSHUA M. AMBUSH, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOSHUA M. AMBUSH, LLC.

Plan sponsor

Name

JOSHUA M. AMBUSH, LLC

EIN

41-2109356

Address

106 OLD COURT ROAD · SUITE 303 · BALTIMORE, MD · 21208

Phone

(410) 484-2070

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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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DONALD R. SWETE, ESQ.