Original filing (PDF)20230725161208NAL0013118768003

JAMES M. NOLAN

Name: JAMES M. NOLAN — MIKE NOLAN PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JAMES M. NOLAN

Form 5500-SF

FILING_RECEIVED

MIKE NOLAN PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

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 JAMES M. NOLAN.

Plan sponsor

Name

JAMES M. NOLAN

EIN

90-0529028

Address

3804 COLGATE · DALLAS, TX · 75225

Phone

(214) 559-9763

Industry

Real Estatesee all

Plan administrator

Name

JAMES M. NOLAN

EIN

90-0529028

City

DALLAS, TX

Phone

(214) 559-9763

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-25

Pension benefit codes

2E · Profit-sharing

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

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