Original filing (PDF)20230728154538NAL0027270834001

STEVEN G. SEIGEL CPA

Name: STEVEN G. SEIGEL CPA — STEVEN G. SEIGEL CPA PSP, Form 5500 (2022)
Creator: STEVEN G. SEIGEL CPA

Form 5500-SF

FILING_RECEIVED

STEVEN G. SEIGEL CPA PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 STEVEN G. SEIGEL CPA.

Plan sponsor

Name

STEVEN G. SEIGEL CPA

EIN

48-1120709

Address

7199 W 98TH TER STE 140 · OVERLAND PARK, KS · 662126163

Phone

(913) 642-8855

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2K · 401(m) arrangement

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

2A · Age/service weighted or new comparability

2J · 401(k) feature

Service providers (Schedule C)

Small plans don't disclose service providers

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