Original filing (PDF)20250714153931NAL0001228577001

ANN NOVOSEL, CFP

Name: ANN NOVOSEL, CFP — ANN NOVOSEL, CFP 401(K) PLAN, Form 5500 (2024)
Creator: ANN NOVOSEL, CFP

Form 5500-SF

FILING_RECEIVED

ANN NOVOSEL, CFP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

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 ANN NOVOSEL, CFP.

Plan sponsor

Name

ANN NOVOSEL, CFP

EIN

91-1616722

Address

1904 THIRD AVE, SUITE 925 · SEATTLE, WA · 98101

Phone

(206) 728-2254

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

THE CORPORATION FOR INTEREST RATE MANAGEMENT

FINANCIAL TRADING ADVISORS CORPORATION PROFIT SHARING PLAN

$13.3M · 15 participants

PAINE-EBRIGHT CO.

PAINE-EBRIGHT CO. MONEY PURCHASE PLAN

$13.2M · 2 participants

BEAR CREEK OVERHEAD, INC.

BEAR CREEK OVERHEAD, INC. 401(K) PLAN

$13.2M · 9 participants

GREYCOURT & CO., INC.

GREYCOURT SAVINGS PLAN

$13.2M · 40 participants

J.W. CHILDS ASSOCIATES, L.P.

J.W. CHILDS ASSOCIATES, L.P. 401(K) PLAN