Original filing (PDF)20230706145353NAL0009825571001

JOHN S. BUSH, CPA, PA

Name: JOHN S. BUSH, CPA, PA — JOHN S. BUSH, CPA, PA CASH BALANCE PLAN, Form 5500 (2022)
Creator: JOHN S. BUSH, CPA, PA

Form 5500-SF

FILING_RECEIVED

JOHN S. BUSH, CPA, PA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 JOHN S. BUSH, CPA, PA.

Plan sponsor

Name

JOHN S. BUSH, CPA, PA

EIN

59-2212206

Address

8181 WEST BROWARD BOULEVARD · SUITE 350 · PLANTATION, FL · 33324

Phone

(954) 474-4100

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-06

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size CPA Offices plans

WYNDHAM ACCOUNTING & ADVISORY, LLC

WYNDHAM ACCOUNTING & ADVISORY ME 401(K) PLAN

BARNES, BARNES & ASSOCIATES, INC.

BARNES, BARNES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

COLES & ASSOCIATES LLC

COLES & ASSOCIATES LLC PENSION PLAN

STEWART PECK HUESTON & THOMAS LLP

STEWART PECK HUESTON & THOMAS PROFIT SHARING PLAN

LURIE, LLP

LURIE, LLP 401(K) PROFIT SHARING PLAN