How big is Brown & Ortiz PC's plan?

Brown & Ortiz PC's plan reported $1.2M in assets and 8 participants for 2022.

Original filing (PDF)20230524104658NAL0015247856001

Brown & Ortiz PC

Name: Brown & Ortiz PC — Brown & Ortiz PC 401(k) Profit, Form 5500 (2022)
Creator: Brown & Ortiz PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brown & Ortiz PC 401(k) Profit Sharing Plan

401(k) retirement plan · Brown & Ortiz PC's Brown & Ortiz PC 401(k) Profit Sharing Plan held $1.2M in plan assets for 8 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Kenneth W Brown signed Brown & Ortiz PC's 2022 Form 5500 as plan administrator.

Kenneth W Brown — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brown & Ortiz PC's EIN is 84-1651986.

EIN 84-1651986

Plan number 001

Plan year 2022

ACK ID 20230524104658NAL0015247856001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Brown & Ortiz PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROWN & ORTIZ PC.

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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