Original filing (PDF)20230728154801NAL0014082689001

STEVEN G. SEIGEL CPA

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

Form 5500-SF

FILING_RECEIVED

STEVEN G. SEIGEL CPA SIMPLIFIED MPP

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$774K

Net assets (EOY)

$774K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-28

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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