How big is Joseph P Norman CPA, PC's plan?

Joseph P Norman CPA, PC's plan reported $89K in assets and 5 participants for 2022.

Original filing (PDF)20231011202315NAL0030389697001

Joseph P Norman CPA, PC

Name: Joseph P Norman CPA, PC — Joseph P Norman CPA, Form 5500 (2022)
Creator: Joseph P Norman CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph P Norman CPA Retirement Savings Plan

401(k) retirement plan · Joseph P Norman CPA, PC's Joseph P Norman CPA Retirement Savings Plan held $89K in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$89K

Net assets (EOY)

$89K

People on this filing

Jason Norman. signed Joseph P Norman CPA, PC's 2022 Form 5500 as plan administrator.

Jason Norman. — 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

Joseph P Norman CPA, PC's EIN is 47-4769105.

EIN 47-4769105

Plan number 001

Plan year 2022

ACK ID 20231011202315NAL0030389697001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Joseph P Norman CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Joseph P Norman CPA, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH P NORMAN CPA, PC.

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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