Original filing (PDF)20230707075233NAL0015640273001

BURT MOSS & ASSOCIATES, INC.

Name: BURT MOSS & ASSOCIATES, INC. — BURT MOSS & ASSOCIATES CASH BALANCE PLAN, Form 5500 (2022)
Creator: BURT MOSS & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

BURT MOSS & ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 BURT MOSS & ASSOCIATES, INC..

Plan sponsor

Name

BURT MOSS & ASSOCIATES, INC.

EIN

59-2359405

Address

2860 NE 19TH STREET · POMPANO BEACH, FL · 33062

Phone

(561) 391-5020

Industry

Finance & Insurancesee 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

2023-07-07

Pension benefit codes

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

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