Paul A. Casey a SOLE Proprietor Money Purchase Plan
Defined-contribution retirement plan · Paul A. Casey's Paul A. Casey a SOLE Proprietor Money Purchase Plan held $603K in plan assets for 2 participants in 2023.
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$603K
Net assets (EOY)
$603K
Plan identifiers
Paul A. Casey's EIN is 45-0913727.
EIN 45-0913727
Plan number 002
Plan year 2023
ACK ID 20240517180848NAL0036956755001
Official Form 5500 document
Download the official 2023 Form 5500 (PDF) for Paul A. Casey from the U.S. Department of Labor's EFAST2 system.
Paul A. Casey's plan includes money-purchase contributions.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL A. CASEY.
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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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
