Original filing (PDF)20241015140900NAL0014800451001

MICHAEL V. SANDZIMIER, DBA FRAZIER, SANDZIMIER & COMPANY CERTIFIED PUB

Name: MICHAEL V. SANDZIMIER, DBA FRAZIER, SANDZIMIER & COMPANY CERTIFIED PUB — FRAZIER, SANDZIMIER & COMPANY PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MICHAEL V. SANDZIMIER, DBA FRAZIER, SANDZIMIER & COMPANY CERTIFIED PUB

Form 5500-SF

FILING_RECEIVED

FRAZIER, SANDZIMIER & COMPANY PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$108

Net assets (EOY)

$108

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 MICHAEL V. SANDZIMIER, DBA FRAZIER, SANDZIMIER & COMPANY CERTIFIED PUB.

Plan sponsor

Name

MICHAEL V. SANDZIMIER, DBA FRAZIER, SANDZIMIER & COMPANY CERTIFIED PUB

EIN

90-0073928

Address

230 DOGWOOD DRIVE · DUNBAR, PA · 15431

Phone

(724) 438-6700

Industry

CPA Offices· Professional & Technical Servicessee 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

2024-10-15

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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