Original filing (PDF)20230928141422NAL0012571905001

MANDEL, KEISER & JOSEPH, L.L.P.

Name: MANDEL, KEISER & JOSEPH, L.L.P. — MANDEL, KEISER & JOSEPH, L.L.P. 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: MANDEL, KEISER & JOSEPH, L.L.P.

Form 5500-SF

FILING_RECEIVED

MANDEL, KEISER & JOSEPH, L.L.P. 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

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 MANDEL, KEISER & JOSEPH, L.L.P..

Plan sponsor

Name

MANDEL, KEISER & JOSEPH, L.L.P.

EIN

52-1261138

Address

66 PAINTERS MILL RD STE 100 · OWINGS MILLS, MD · 211173643

Phone

(410) 363-3780

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

MANDEL, KEISER & JOSEPH, L.L.P.

EIN

52-1261138

City

OWINGS MILLS, MD

Phone

(410) 363-3780

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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