Original filing (PDF)20230605124853NAL0025727857001

MARK L ROSENBAUM CPA PA

Name: MARK L ROSENBAUM CPA PA — MARK L ROSENBAUM CPA PA PSP FBO JOANN SUTTON, Form 5500 (2022)
Creator: MARK L ROSENBAUM CPA PA

Form 5500-SF

FILING_RECEIVED

MARK L ROSENBAUM CPA PA PSP FBO JOANN SUTTON

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$89K

Net assets (EOY)

$89K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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

004

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-05

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

Related plans

Similar-size CPA Offices plans

KAHAN & ASSOCIATES CPA'S P.C.

KAHAN AND ASSOCIATES CPA'S, P.C. PROFIT SHARING PLAN

$89K · 8 participants

JOSEPH P NORMAN CPA, PC

JOSEPH P NORMAN CPA RETIREMENT SAVINGS PLAN

$89K · 5 participants

BERNARD G. BOYLE, CPA, INC.

BERNARD G. BOYLE, CPA, INC. PROFIT SHARING PLAN AND TRUST

$89K · 3 participants

AJD SERVICES LLC

AJD SERVICES LLC 401(K) PLAN

$89K · 3 participants

ATL CPAS & ADVISORS, INC.

ATL CPAS & ADVISORS, INC. DEFINED CONTRIBUTION PLAN & TRUST