Original filing (PDF)20231012152854NAL0021628531001

POLICY AZ, LLC

Name: POLICY AZ, LLC — POLICY AZ, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: POLICY AZ, LLC

Form 5500-SF

FILING_RECEIVED

POLICY AZ, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

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 POLICY AZ, LLC.

Plan sponsor

Name

POLICY AZ, LLC

EIN

45-0678905

Address

1132 E. NICOLET AVE. · PHOENIX, AZ · 85020

Phone

(602) 882-9606

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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