Original filing (PDF)20231016115101NAL0025465187001

W DEXTER BENDER & ASSOC INC

Name: W DEXTER BENDER & ASSOC INC — W. DEXTER BENDER & ASSOC., INC. 401(K) PLAN, Form 5500 (2022)
Creator: W DEXTER BENDER & ASSOC INC

Form 5500-SF

FILING_RECEIVED

W. DEXTER BENDER & ASSOC., INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W DEXTER BENDER & ASSOC INC.

Plan sponsor

Name

W DEXTER BENDER & ASSOC INC

EIN

59-1694126

Address

4470 CAMINO REAL WAY STE 101 · FT MYERS, FL · 339661119

Phone

(239) 334-3680

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2023-10-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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