Original filing (PDF)20230825081322NAL0001396578001

BARRY TERACH ARCHITECTS, PLLC

Name: BARRY TERACH ARCHITECTS, PLLC — BARRY TERACH ARCHITECTS, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: BARRY TERACH ARCHITECTS, PLLC

Form 5500-SF

FILING_RECEIVED

BARRY TERACH ARCHITECTS, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 BARRY TERACH ARCHITECTS, PLLC.

Plan sponsor

Name

BARRY TERACH ARCHITECTS, PLLC

EIN

45-4404547

Address

8 TURNER ROAD · CENTRAL VALLEY, NY · 10917

Phone

(845) 928-3988

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-06-30

Filed

2023-08-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Related plans

Similar-size Professional & Technical Services plans

GULF COAST INDUSTRIAL SPECIALISTS LLC

GULF COAST INDUSTRIAL SPECIALISTS LLC 401(K) PLAN

NEW GEN ARCHITECTS LLC

NEW GEN ARCHITECTS LLC 401(K) PLAN

DIANNA WONG ARCHITECTURE & INTERIOR DESIGN, INC.

DIANNA WONG ARCHITECTURE & INTERIOR DESIGN, INC. 401K PROFIT SHARING PLAN

THE ECKROTH PLANNING GROUP, INC.

THE ECKROTH PLANNING GROUP, INC. CASH BALANCE PENSION PLAN & TRUST

E4H - ENVIRONMENTS FOR HEALTH, LLC