How big is Mary C Slane's plan?

Mary C Slane's plan reported $971K in assets and 1 participants for 2022.

Original filing (PDF)20230802130522NAL0011187923001

Mary C Slane

Name: Mary C Slane — Single FBO Mary C Slane, Form 5500 (2022)
Creator: Mary C Slane
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Single FBO Mary C Slane

401(k) retirement plan · Mary C Slane's Single FBO Mary C Slane held $971K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$971K

Net assets (EOY)

$971K

People on this filing

Mary Slane signed Mary C Slane's 2022 Form 5500 as plan administrator.

Mary Slane — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mary C Slane's EIN is 65-1296876.

EIN 65-1296876

Plan number 002

Plan year 2022

ACK ID 20230802130522NAL0011187923001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Mary C Slane from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Mary C Slane's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 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).

Plan sponsor

Name

MARY C SLANE

DBA

SLANE FINANCIAL

EIN

all filings

Address

5657 FAWNBROOK LN · DUBLIN, OH · 430178254

Phone

(614) 327-6951

Industry

Finance & Insurance

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

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