Original filing (PDF)20230724151213NAL0008735665001

JAMES M. NOLAN

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

Form 5500-SF

FILING_RECEIVED

MIKE NOLAN MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$510K

Net assets (EOY)

$510K

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 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

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-24

Pension benefit codes

2C · Money purchase (other than target benefit)

3B · Covers self-employed individuals

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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