Original filing (PDF)20230424115728NAL0017017186001

BOUVIER & ASSOCIATES

Name: BOUVIER & ASSOCIATES — BOUVIER & ASSOCIATES 401(K) TRUST, Form 5500 (2022)
Creator: BOUVIER & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

BOUVIER & ASSOCIATES 401(K) TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 BOUVIER & ASSOCIATES.

Plan sponsor

Name

BOUVIER & ASSOCIATES

EIN

59-3412962

Address

3210 N. WICKHAM ROAD · SUITE 5 · MELBOURNE, FL · 32935

Phone

(321) 752-9967

Industry

CPA Offices· 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

2023-04-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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