Original filing (PDF)20230802130522NAL0011187923001

MARY C SLANE

Name: MARY C SLANE — SINGLE FBO MARY C SLANE, Form 5500 (2022)
Creator: MARY C SLANE

Form 5500-SF

FILING_RECEIVED

SINGLE FBO MARY C SLANE

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$971K

Net assets (EOY)

$971K

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.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARY C SLANE.

Plan sponsor

Name

MARY C SLANE

DBA

SLANE FINANCIAL

EIN

65-1296876

Address

5657 FAWNBROOK LN · DUBLIN, OH · 430178254

Phone

(614) 327-6951

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

2023-08-02

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

Related plans

Similar-size Finance & Insurance plans

JINA PENN-TRACY

CENTERED WEALTH 401(K) - MEP 401(K) PLAN

$971K · 5 participants

39 NORTH, INC.

39 NORTH, INC. 401(K) PROFIT SHARING PLAN

$971K · 3 participants

TIME WISE FINANCIAL, LLC

TIME WISE FINANCIAL, LLC 401(K) P/S PLAN

$971K · 8 participants

POSITIVE PLANNING WEALTH ADVISOR

POSITIVE PLANNING WEALTH ADVISORS, LLC 401(K) PLAN

$971K · 1 participants

GROSS & NET LLC

GROSS & NET 401(K) PLAN

$971K · 4 participants