How big is Mark Evans KASS, P.A.'s plan?

Mark Evans KASS, P.A.'s plan reported $55K in assets and 3 participants for 2023.

Original filing (PDF)20241008100237NAL0009526771001

Mark Evans KASS, P.A.

Name: Mark Evans KASS, P.A. — Mark Evans KASS, P.A. Cash, Form 5500 (2023)
Creator: Mark Evans KASS, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark Evans KASS, P.A. Cash Balance Plan

Defined-benefit pension plan · Mark Evans KASS, P.A.'s Mark Evans KASS, P.A. Cash Balance Plan held $55K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

Plan identifiers

Mark Evans KASS, P.A.'s EIN is 65-0252692.

EIN 65-0252692

Plan number 002

Plan year 2023

ACK ID 20241008100237NAL0009526771001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mark Evans KASS, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mark Evans KASS, P.A.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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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