Original filing (PDF)20231127120648NAL0006539969001

DAMITZ BROOKS NIGHTINGALE TURNER & MORRISSET

Name: DAMITZ BROOKS NIGHTINGALE TURNER & MORRISSET — DAMITZ, BROOKS, NIGHTINGALE, TURNER & MORRISSET, Form 5500 (2022)
Creator: DAMITZ BROOKS NIGHTINGALE TURNER & MORRISSET

Form 5500-SF

FILING_RECEIVED

DAMITZ, BROOKS, NIGHTINGALE, TURNER & MORRISSET

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAMITZ BROOKS NIGHTINGALE TURNER & MORRISSET.

Plan sponsor

Name

DAMITZ BROOKS NIGHTINGALE TURNER & MORRISSET

EIN

77-0076647

Address

200 E. CARRILLO STREET · SUITE 303 · SANTA BARBARA, CA · 93101

Phone

(805) 963-1837

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-08-31

Filed

2023-11-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

MEDTAX CPAS PA

MEDTAX CPAS PA PENSION PLAN

BERMAN & RUSENKO LLC

RONALD D WINTER & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANT AND CONS

RONALD D WINTER & ASSOCIATES PROFIT SHARING PLAN

COOPER, MOSS, RESNICK, KLEIN & CO., LLP

COOPER, MOSS, RESNICK, KLEIN & CO., LLP PROFIT SHARING PLAN

GORDON & ASSOCIATES AN ACCOUNTAN

GORDON & ASSOCIATES 401(K) PLAN