· 2022–2024 · DOL EFAST2

CARLA J CASHEN — CARLA J CASHEN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20250127172812NAL0013256817001

CARLA J CASHEN

Form 5500-SF

FILING_RECEIVED

CARLA J CASHEN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.4 mo

Active participants

7

Accounts w/ balance

1

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

Plan health score

Above-average plan

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

90

Total plan cost

n/a

Plan health

59

Vendor & structure

100

Knocking points off

Filed 2.4 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLA J CASHEN.

Plan sponsor

Name

CARLA J CASHEN

EIN

83-4449216

Address

67 ROXBURY RD · HUDSON, NY · 12534

Phone

(518) 821-8266

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-01-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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