Original filing (PDF)20240126194115NAL0031427010001

GILFORD SATO & ASSOCIATES, CPAS, INC.

Name: GILFORD SATO & ASSOCIATES, CPAS, INC. — GILFORD SATO & ASSOCIATES, CPAS, INC. 401(K) PLAN, Form 5500 (2022)
Creator: GILFORD SATO & ASSOCIATES, CPAS, INC.

Form 5500-SF

FILING_RECEIVED

GILFORD SATO & ASSOCIATES, CPAS, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GILFORD SATO & ASSOCIATES, CPAS, INC..

Plan sponsor

Name

GILFORD SATO & ASSOCIATES, CPAS, INC.

EIN

99-0312074