Original filing (PDF)20240329123042NAL0007248832001

SOURS, BUIE & ASSOCIATES, LLC

Name: SOURS, BUIE & ASSOCIATES, LLC — SOURS, BUIE & ASSOCIATES, LLC CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2022)
Creator: SOURS, BUIE & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

SOURS, BUIE & ASSOCIATES, LLC CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare 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 SOURS, BUIE & ASSOCIATES, LLC.

Plan sponsor

Name

SOURS, BUIE & ASSOCIATES, LLC

EIN

81-2552443

Address

120 E MILL ST · STE 320 · AKRON, OH · 44308

Phone

(330) 434-9932

Industry

Real Estatesee all

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-09-01

Tax period

2023-08-31

Filed

2024-03-29

Welfare benefit codes

4A · Health (other than dental or vision)

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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