Original filing (PDF)20230503105434NAL0027512704001

UBIZ VENTURE CAPITAL

Name: UBIZ VENTURE CAPITAL — UBIZ VENTURE CAPITAL 403(B) RETIREMENT PLAN, Form 5500 (2022)
Creator: UBIZ VENTURE CAPITAL

Form 5500-SF

FILING_RECEIVED

UBIZ VENTURE CAPITAL 403(B) RETIREMENT PLAN

403(b) retirement 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 UBIZ VENTURE CAPITAL.

Plan sponsor

Name

UBIZ VENTURE CAPITAL

EIN

84-3657936

Address

2930 PROSPECT AVENUE · CLEVELAND, OH · 44115

Phone

(440) 212-2567

Industry

Health Care & Social Assistancesee 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

2023-05-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

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

Related plans

Similar-size Health Care & Social Assistance plans

BETTER LIFE BEHAVIORAL SERVICES OF CENTRAL FLORIDA

BETTER LIFE BEHAVIORAL SERVICES OF CENTRAL FLORIDA LLC 401(K) P/S PLAN

ZENANI GROUP, LLC DBA RELIANT GROUP

ZENANI GROUP, LLC DBA RELIANT GROUP 401(K) PLAN

$0 · 1 participants

PEOPLE WHO CARE

PEOPLE WHO CARE401(K) P/S PLAN

BALANCE HOMES, INC.

BALANCE HOMES, INC. 401(K) PLAN

PURPLE MOON AGENCY LLC

PURPLE MOON AGENCY LLC 401(K) SPIN OFF PLAN