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JANET NELSON — JANET NELSON CGM PROFIT SHARING CUSTODIAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230829104505NAL0007068160002
JANET NELSON
Form 5500-SF
FILING_RECEIVED
JANET NELSON CGM PROFIT SHARING CUSTODIAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$335K
Net assets (EOY)
$335K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JANET NELSON
.
Find decision makers
Plan sponsor
Name
JANET NELSON
EIN
54-2184962
Address
74 VILLAGE HILL ROAD APT.2N · NORTHAMPTON, MA · 01060
Phone
(973) 568-1701
Industry
Health Care & Social Assistance
see 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
2023-08-29
Pension benefit codes
2E · Profit-sharing
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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Helping the score
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