Original filing (PDF)20231215130743NAL0035209632001

BRUCE ASHFORD, CPA

Name: BRUCE ASHFORD, CPA — BRUCE ASHFORD, CPA 401(K) PLAN, Form 5500 (2022)
Creator: BRUCE ASHFORD, CPA

Form 5500-SF

FILING_RECEIVED

BRUCE ASHFORD, CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 BRUCE ASHFORD, CPA.

Plan sponsor

Name

BRUCE ASHFORD, CPA

EIN

93-0819530

Address

P.O.BOX 13039 · PORTLAND, OR · 972130039

Phone

(503) 287-7326

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-11-10

Filed

2023-12-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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