Original filing (PDF)20250123094454NAL0009957888001

BETH DAVID CONGREGATION

Name: BETH DAVID CONGREGATION — BETH DAVID CONGREGATION 401(K) PLAN, Form 5500 (2023)
Creator: BETH DAVID CONGREGATION

Form 5500-SF

FILING_RECEIVED

BETH DAVID CONGREGATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$802K

Net assets (EOY)

$802K

Plan health score

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BETH DAVID CONGREGATION.

Plan sponsor

Name

BETH DAVID CONGREGATION

EIN

59-0637812

Address

2625 SW THIRD AVE · MIAMI, FL · 33129

Phone

(305) 854-3911

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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