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ESSENTIAL DEMO INC — ESSENTIAL DEMO INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240722140535NAL0010565377001
ESSENTIAL DEMO INC
Form 5500-SF
FILING_RECEIVED
ESSENTIAL DEMO INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
113
Accounts w/ balance
2
Plan assets (EOY)
$4K
Net assets (EOY)
$4K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ESSENTIAL DEMO INC
.
Find decision makers
Plan sponsor
Name
ESSENTIAL DEMO INC
EIN
88-1228628
Address
65 PARKER ST STE 11 · NEWBURYPORT, MA · 019503937
Phone
(603) 327-8934
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
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65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 2% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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