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PAUSTENBACH AND ASSSOCIATES — PAUSTENBACH AND ASSSOCIATES RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250122212156NAL0010730562001
PAUSTENBACH AND ASSSOCIATES
Form 5500-SF
FILING_RECEIVED
PAUSTENBACH AND ASSSOCIATES RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 2.2 mo
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
91
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PAUSTENBACH AND ASSSOCIATES
.
Find decision makers
Plan sponsor
Name
PAUSTENBACH AND ASSSOCIATES
EIN
82-2241539
Address
970 W BROADWAY, STE E #395 · JACKSON, WY · 83001
Phone
(415) 509-3085
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-01-22
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
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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100
Knocking points off
Filed 2.2 months past the 10.5-month grace window.
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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