Original filing (PDF)20230623084846NAL0000516418001

LISA MARCOZZI

Name: LISA MARCOZZI — LISA MARCOZZI 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: LISA MARCOZZI

Form 5500-SF

FILING_RECEIVED

LISA MARCOZZI 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

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 LISA MARCOZZI.

Plan sponsor

Name

LISA MARCOZZI

EIN

83-1101094

Address

22 PALMER DRIVE · MIDDLETOWN, DE · 19709

Phone

(302) 358-8442

Industry

Other Services (ex. Public Admin)see 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

2023-06-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

JS & J RENOVATIONS LLC

JS & J RENOVATIONS LLC 401K PLAN

$2K · 2 participants

DIGNITY HOME CARE LLC

DIGNITY HOME CARE LLC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 3 participants

OAKTOWN EQUITY SALES

OAKTOWN EQUITY SALES 401(K) PROFIT SHARING PLAN & TRUST

$2K · 11 participants

THE HESTER GROUP, LLC

THE HESTER GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST

$2K

DLS CONSULTING LLC

$2K · 2 participants