Original filing (PDF)20231030104429NAL0012682881001

FILKINS COLBERT & ASSOC

Name: FILKINS COLBERT & ASSOC — FILKINS COLBERT & ASSOC GCF BENEFIT PLAN, Form 5500 (2022)
Creator: FILKINS COLBERT & ASSOC

Form 5500-SF

FILING_RECEIVED

FILKINS COLBERT & ASSOC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 FILKINS COLBERT & ASSOC.

Plan sponsor

Name

FILKINS COLBERT & ASSOC

EIN

58-1171740all filings

Address

3509 CANTON ROAD · MARIETTA, GA · 30066

Phone

(770) 926-4432

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-04-01

Tax period

2023-03-31

Filed

2023-10-30

Welfare benefit codes

4A · Health (other than dental or vision)

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 Other Services (ex. Public Admin) plans

NATIONAL LAW ENFORCEMENT AND FIR

NATIONAL LAW ENFORCEMENT & FIREFIGHTERS CHILDREN'S FOUNDATI

NATIONAL ASSOC. OF MANUFACTURERS OF THE UNITED STATES OF AMERICA

NATIONAL ASSOCIATION OF MANUFACTURERS' 401(K) SALARY DEFERRAL PLAN

THE AMERICAN PSYCHOANALYTIC ASSOCIATION

THE AMERICAN PSYCHOANALYTIC ASSOCIATION PENSION PLAN

THE CHEMOTHERAPY FOUNDATION, INC.

THE CHEMOTHERAPY FOUNDATION, INC. 403(B) PLAN

BEATRICE R & JOSEPH A COLEMAN FO

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.