Original filing (PDF)20230509171707NAL0016566371001

ACKERMAN & ASSOCIATES, INC. DBA DIGIPAY SOLUTIONS

Name: ACKERMAN & ASSOCIATES, INC. DBA DIGIPAY SOLUTIONS — DIGIPAY SOLUTIONS CASH BALANCE PLAN, Form 5500 (2022)
Creator: ACKERMAN & ASSOCIATES, INC. DBA DIGIPAY SOLUTIONS

Form 5500-SF

FILING_RECEIVED

DIGIPAY SOLUTIONS CASH BALANCE PLAN

Defined-benefit pension 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 ACKERMAN & ASSOCIATES, INC. DBA DIGIPAY SOLUTIONS.

Plan sponsor

Name

ACKERMAN & ASSOCIATES, INC. DBA DIGIPAY SOLUTIONS

EIN

47-1060613

Address

300 CARLSBAD VILLAGE, STE. 302 · CARLSBAD, CA · 92008

Phone

(760) 994-0106

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-04-30

Filed

2023-05-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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