Original filing (PDF)20230605132034NAL0035202544001

MARK L ROSENBAUM CPA PA

Name: MARK L ROSENBAUM CPA PA — MSSB C/F MARK L ROSENBAUM 401K VIPP INDIVIDUAL 401K, Form 5500 (2022)
Creator: MARK L ROSENBAUM CPA PA

Form 5500-SF

FILING_RECEIVED

MSSB C/F MARK L ROSENBAUM 401K VIPP INDIVIDUAL 401K

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 MARK L ROSENBAUM CPA PA.

Plan sponsor

Name

MARK L ROSENBAUM CPA PA

EIN

56-1804804

Address

2702 OAKCREST AVE · GREENSBORO, NC · 274084712

Phone

(336) 540-0025

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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