Original filing (PDF)20230208130705NAL0027147121001

JOSEPHER & BATTEESE, P.A.

Name: JOSEPHER & BATTEESE, P.A. — JOSEPHER & BATTEESE, P.A. 401K PLAN, Form 5500 (2022)
Creator: JOSEPHER & BATTEESE, P.A.

Form 5500-SF

FILING_RECEIVED

JOSEPHER & BATTEESE, P.A. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPHER & BATTEESE, P.A..

Plan sponsor

Name

JOSEPHER & BATTEESE, P.A.

EIN

59-3502197

Address

500 N. WESTSHORE BLVD SUITE 630 · TAMPA, FL · 33609

Phone

(813) 228-7755

Industry

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

2023-02-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

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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