How big is Sarah Hearst & Assoc.'s plan?

Sarah Hearst & Assoc.'s plan reported $278K in assets and 12 participants for 2022.

Original filing (PDF)20231011093240NAL0059476690001

Sarah Hearst & Assoc.

Name: Sarah Hearst & Assoc. — BETH Osten & Associates, Form 5500 (2022)
Creator: Sarah Hearst & Assoc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BETH Osten & Associates 401(k) Plan

401(k) retirement plan · Sarah Hearst & Assoc.'s BETH Osten & Associates 401(k) Plan held $278K in plan assets for 12 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

Plan identifiers

Sarah Hearst & Assoc.'s EIN is 83-3431379.

EIN 83-3431379

Plan number 001

Plan year 2022

ACK ID 20231011093240NAL0059476690001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Sarah Hearst & Assoc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Sarah Hearst & Assoc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Helping the score