Original filing (PDF)20250512093245NAL0017085905001

PETER J. CARROZZA

Name: PETER J. CARROZZA — PETER J. CARROZZA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PETER J. CARROZZA

Form 5500-SF

FILING_RECEIVED

PETER J. CARROZZA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 PETER J. CARROZZA.

Plan sponsor

Name

PETER J. CARROZZA

EIN

04-3285127

Address

286 MERRIMACK STREET · METHUEN, MA · 01844

Phone

(978) 681-5444

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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