Original filing (PDF)20230913140521NAL0021948353001

MEDTAX CPAS PA

Name: MEDTAX CPAS PA — MEDTAX CPAS PA PENSION PLAN, Form 5500 (2022)
Creator: MEDTAX CPAS PA

Form 5500-SF

FILING_RECEIVED

MEDTAX CPAS PA PENSION PLAN

Defined-benefit pension 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 MEDTAX CPAS PA.

Plan sponsor

Name

MEDTAX CPAS PA

EIN

83-2396535

Address

PO BOX 696 · ALPINE, NJ · 07620

Phone

(201) 585-1539

Industry

CPA Offices· Professional & Technical Servicessee 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

2023-09-13

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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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