Original filing (PDF)20230518140811NAL0002683283001

JEANMARIE DONOVAN CONSULTING L

Name: JEANMARIE DONOVAN CONSULTING L — JEANMARIE DONOVAN CONSULTING L 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: JEANMARIE DONOVAN CONSULTING L

Form 5500-SF

FILING_RECEIVED

JEANMARIE DONOVAN CONSULTING L 401(K) PROFIT SHARING PLAN & TRUST

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 JEANMARIE DONOVAN CONSULTING L.

Plan sponsor

Name

JEANMARIE DONOVAN CONSULTING L

EIN

82-4344305

Address

2000 POST ST 128 · SAN FRANCISCO, CA · 94115

Phone

(415) 910-5638

Industry

Manufacturingsee 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

2023-05-18

Pension benefit codes

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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