Original filing (PDF)20240327074643NAL0003270466001

BOYD G BRADFIELD

Name: BOYD G BRADFIELD — BOYD G BRADFIELD, PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: BOYD G BRADFIELD

Form 5500-SF

FILING_RECEIVED

BOYD G BRADFIELD, PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Signals · 2

Late filing · 4.4 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$426K

Net assets (EOY)

$426K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 4.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOYD G BRADFIELD.

Plan sponsor

Name

BOYD G BRADFIELD

EIN

85-3738421all filings

Address

C/O SOUTHCOAST INC. · PO BOX 3059 · STUART, FL · 349953059

Phone

(772) 286-6292

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2024-03-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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