How big is Sample's plan?

Sample's plan reported $157K in assets and 54 participants for 2022.

Original filing (PDF)20230602125820NAL0022225921001

Sample

Name: Sample — Blue Sierra Inc. 401(k) Profit Sharing Plan, Form 5500 (2022)
Creator: Sample
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Sierra Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sample's Blue Sierra Inc. 401(k) Profit Sharing Plan & Trust held $157K in plan assets for 54 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$157K

Net assets (EOY)

$157K

People on this filing

Edward Rojas signed Sample's 2022 Form 5500 as plan administrator.

Edward Rojas — 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

Sample's EIN is 86-0389735.

EIN 86-0389735

Plan number 001

Plan year 2022

ACK ID 20230602125820NAL0022225921001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off