Original filing (PDF)20240507150050NAL0031018176001

CASSIDY CPA, LLC

Name: CASSIDY CPA, LLC — CASSIDY CPA LLC CASH BALANCE PLAN, Form 5500 (2023)
Creator: CASSIDY CPA, LLC

Form 5500-SF

FILING_RECEIVED

CASSIDY CPA LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASSIDY CPA, LLC.

Plan sponsor

Name

CASSIDY CPA, LLC

EIN

57-1089574

Address

1 MATTHEWS DRIVE, SUITE 114 · HILTON HEAD, SC · 29926

Phone

(843) 689-2800

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-14

Filed

2024-05-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

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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