Original filing (PDF)20230918145017NAL0059001234001

MANSI & COMPANY, CPA

Name: MANSI & COMPANY, CPA — MANSI & COMPANY, CPA 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: MANSI & COMPANY, CPA

Form 5500-SF

FILING_RECEIVED

MANSI & COMPANY, CPA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANSI & COMPANY, CPA.

Plan sponsor

Name

MANSI & COMPANY, CPA

EIN

68-0026174

Address

9030 N HESS ST., #182 · HAYDEN, ID · 83835

Phone

(707) 495-8520

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

2023-09-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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 CPA Offices plans

SHORT & ASSOCIATES P.C.

SHORT & ASSOCIATES P.C. 401K PLAN

HRP CPA'S

HRP CPA'S 401(K) PLAN

JONI L CRAFT PA

JONI L CRAFT PA 401(K) SHARING PLAN & TRUST

CCA LLP

CCA LLP 401(K) PROFIT SHARING PLAN

SHIELDS BROWN

SHIELDS BROWN 401(K) PLAN

$0 · 10 participants

JOSHUA LANCE CPA, LLC