Original filing (PDF)20230825132317NAL0001781762001

GREGORY A. BARFORD, CPA, P.C.

Name: GREGORY A. BARFORD, CPA, P.C. — GREGORY A. BARFORD, CPA, P.C. 401(K) PLAN, Form 5500 (2022)
Creator: GREGORY A. BARFORD, CPA, P.C.

Form 5500-SF

FILING_RECEIVED

GREGORY A. BARFORD, CPA, P.C. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$594K

Net assets (EOY)

$594K

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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREGORY A. BARFORD, CPA, P.C..

Plan sponsor

Name

GREGORY A. BARFORD, CPA, P.C.

EIN

52-2280784

Address

11801 FINGERBOARD ROAD, SUITE 11 · MONROVIA, MD · 21770

Phone

(301) 865-4648

Industry