How big is CFO Associates LLC's plan?

CFO Associates LLC's plan reported $120K in assets and 13 participants for 2022.

Original filing (PDF)20230528220200NAL0010538707050

CFO Associates LLC

Name: CFO Associates LLC — CFO Associates LLC 401(k) Plan, Form 5500 (2022)
Creator: CFO Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFO Associates LLC 401(k) Plan

401(k) retirement plan · CFO Associates LLC's CFO Associates LLC 401(k) Plan held $120K in plan assets for 13 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

People on this filing

Christine Rimer signed CFO Associates LLC's 2022 Form 5500 as plan administrator.

Christine Rimer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CFO Associates LLC's EIN is 47-2399021.

EIN 47-2399021

Plan number 001

Plan year 2022

ACK ID 20230528220200NAL0010538707050

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for CFO Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

CFO Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CFO ASSOCIATES LLC.

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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

Vendor & structure

100

Helping the score