Original filing (PDF)20231005090750NAL0043060482001

PICKETT AND ASSOCIATES, INC.

Name: PICKETT AND ASSOCIATES, INC. — PICKETT AND ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2022)
Creator: PICKETT AND ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

PICKETT AND ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

104

Accounts w/ balance

130

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PICKETT AND ASSOCIATES, INC..

Plan sponsor

Name

PICKETT AND ASSOCIATES, INC.

EIN

59-1083938

Address

5010 W. NASSAU STREET · TAMPA, FL · 33607

Phone

(813) 877-7770

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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