Original filing (PDF)20230929100005NAL0027376162001

TOEPEL COMPANY, P.C.

Name: TOEPEL COMPANY, P.C. — TOEPEL CO., P.C. 401K PLAN AND TRUST, Form 5500 (2022)
Creator: TOEPEL COMPANY, P.C.

Form 5500-SF

FILING_RECEIVED

TOEPEL CO., P.C. 401K PLAN AND TRUST

401(k) retirement plan

Active participants

—

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

—

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

TOEPEL COMPANY, P.C.

EIN

86-0573885

Address

2500 S POWER RD SUITE 129 · MESA, AZ · 852096689

Phone

(480) 833-8300

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-29

Filed

2023-09-29

Pension benefit codes

2J · 401(k) feature

2E · Profit-sharing

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

MARHEFKA AND JOBLONSKI CPA'S

MARHEFKA AND JABLONSKI CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING PLAN AND TRUST

GIAMALIS AND COMPANY, LLC

GIAMALIS & COMPANY, LLC CASH BALANCE PLAN

BONAMASSA, MAIETTA & CARTELLI, LLP

BONAMASSA, MAIETTA & CARTELLI, LLP 401(K) PLAN

BAILEY, CARR CPAS, P.C.

BAILEY, CARR CPAS, P. C. 401(K) PROFIT SHARING PLAN

ETONBIO INC.

SPIN-OFF TERMINATION PLAN FOR ETONBIO INC.