Original filing (PDF)20240613104357NAL0030394657001

JEFFREY NEIL MAIER

Name: JEFFREY NEIL MAIER — JEFFREY NEIL MAIER 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: JEFFREY NEIL MAIER

Form 5500-SF

FILING_RECEIVED

JEFFREY NEIL MAIER 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

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 JEFFREY NEIL MAIER.

Plan sponsor

Name

JEFFREY NEIL MAIER

EIN

47-3385531

Address

16611 ROOSEVELT HWY · KENDALL, NY · 14476

Phone

(585) 730-2744

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

PRACTICE TECHNOLOGY INC

PRACTICE TECHNOLOGY INC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 18 participants

MARIA POTTER COUNSELING SERVIC

MARIA POTTER COUNSELING SERVIC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 6 participants

MERAKI TECHNOLOGY GROUP LLC

MERAKI TECHNOLOGY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$2K

OHANA WEALTH MANAGEMENT

OHANA WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

$2K · 1 participants

KEYSTONE MED WASTE SOLUTIONS L