Original filing (PDF)20230524132648NAL0006738035001

DANIEL D ROARK

Name: DANIEL D ROARK — DANIEL D ROARK 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: DANIEL D ROARK

Form 5500-SF

FILING_RECEIVED

DANIEL D ROARK 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

Plan health score

Above-average plan

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 DANIEL D ROARK.

Plan sponsor

Name

DANIEL D ROARK

EIN

45-5067717all filings

Address

787 FIGERT RD · COLD BROOK, NY · 13324

Phone

(315) 826-7661

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

2023-05-24

Pension benefit codes

2T · Default investment account (QDIA)

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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