Original filing (PDF)20250128094054NAL0022540576001

MARK J. NAPOLIN & ASSOCIATES, INC.

Name: MARK J. NAPOLIN & ASSOCIATES, INC. — MARK J. NAPOLIN & ASSOCIATES, INC. CROSS-TESTED 401(K) PLAN, Form 5500 (2023)
Creator: MARK J. NAPOLIN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

MARK J. NAPOLIN & ASSOCIATES, INC. CROSS-TESTED 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 MARK J. NAPOLIN & ASSOCIATES, INC..

Plan sponsor

Name

MARK J. NAPOLIN & ASSOCIATES, INC.

EIN

85-0301544

Address

6101 MOON STREET NE · SUITE 3000 · ALBUQUERQUE, NM · 87111

Phone

(505) 821-7130

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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