Original filing (PDF)20230615165742NAL0025269027001

MARSHALL ALLEN BALZER

Name: MARSHALL ALLEN BALZER — MARSHALL ALLEN BALZER 401(K) PROFIT SHARING PLAN TRUST, Form 5500 (2022)
Creator: MARSHALL ALLEN BALZER

Form 5500-SF

FILING_RECEIVED

MARSHALL ALLEN BALZER 401(K) PROFIT SHARING PLAN TRUST

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 MARSHALL ALLEN BALZER.

Plan sponsor

Name

MARSHALL ALLEN BALZER

EIN

47-1521156

Address

12 TUTTLE HILL RD · CANDOR, NY · 13743

Phone

(607) 659-5885

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

2022-10-31

Filed

2023-06-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

COSTA OILS INC

COSTA OILS INC 401(K) PLAN

OLD TIME GARAGE, LTD.

OLD TIME GARAGE, LTD. 401(K) & PROFIT SHARING PLAN

REAPER DIESEL LLC

REAPER DIESEL 401(K) PLAN

MR SPARKLE CAR WASH

MR SPARKLE CAR WASH CBS BENEFIT PLAN

SWEETWATER ORIGINAL LLC

SWEETWATER ORIGINAL LLC 401(K) PLAN