Original filing (PDF)20230629165604NAL0010371472001

BOSWORTH BROKERAGE, LLC

Name: BOSWORTH BROKERAGE, LLC — BOSWORTH BROKERAGE, LLC CASH BALANCE PENSION PLAN, Form 5500 (2022)
Creator: BOSWORTH BROKERAGE, LLC

Form 5500-SF

FILING_RECEIVED

BOSWORTH BROKERAGE, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$661K

Net assets (EOY)

$661K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOSWORTH BROKERAGE, LLC.

Plan sponsor

Name

BOSWORTH BROKERAGE, LLC

EIN

82-1529513

Address

2767 DOVER ROAD NW · ATLANTA, GA · 30327

Phone

(404) 923-1486

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2023-06-29

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

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