Original filing (PDF)20240329092256NAL0002936499001

C.T. HSU & ASSOCIATES, P.A.

Name: C.T. HSU & ASSOCIATES, P.A. — C. T. HSU & ASSOCIATES, P. A. RETIREMENT PLAN, Form 5500 (2023)
Creator: C.T. HSU & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

C. T. HSU & ASSOCIATES, P. A. RETIREMENT PLAN

401(k) retirement 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 C.T. HSU & ASSOCIATES, P.A..

Plan sponsor

Name

C.T. HSU & ASSOCIATES, P.A.

EIN

59-2415247

Address

820 IRMA AVENUE · ORLANDO, FL · 32803

Phone

(407) 423-0098

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-08-31

Filed

2024-03-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

GULF COAST INDUSTRIAL SPECIALISTS LLC

GULF COAST INDUSTRIAL SPECIALISTS LLC 401(K) PLAN

NEW GEN ARCHITECTS LLC

NEW GEN ARCHITECTS LLC 401(K) PLAN

DIANNA WONG ARCHITECTURE & INTERIOR DESIGN, INC.

DIANNA WONG ARCHITECTURE & INTERIOR DESIGN, INC. 401K PROFIT SHARING PLAN

THE ECKROTH PLANNING GROUP, INC.

THE ECKROTH PLANNING GROUP, INC. CASH BALANCE PENSION PLAN & TRUST

E4H - ENVIRONMENTS FOR HEALTH, LLC