Original filing (PDF)20240710123023NAL0022822368001

ELIZABETH BRADLEY

Name: ELIZABETH BRADLEY — ELIZABETH CALAMAN CPA INDIVIDUAL 401K, Form 5500 (2023)
Creator: ELIZABETH BRADLEY

Form 5500-SF

FILING_RECEIVED

ELIZABETH CALAMAN CPA INDIVIDUAL 401K

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$666K

Net assets (EOY)

$666K

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 (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELIZABETH BRADLEY.

Plan sponsor

Name

ELIZABETH BRADLEY

DBA

ELIZABETH BRADLEY CPA INDIVIDUAL 401K

EIN

52-2040479all filings

Address

1879 JUNO LANDING LN · NORTH PALM BEACH, FL · 334083057

Phone

—

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-10

Pension benefit codes

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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