Original filing (PDF)20250417094602NAL0001480512001

KIMBALL, PARIS & GUGLIOTTI, P.C.

Name: KIMBALL, PARIS & GUGLIOTTI, P.C. — KIMBALL, PARIS & GUGLIOTTI, P.C. RETIREMENT PLAN, Form 5500 (2024)
Creator: KIMBALL, PARIS & GUGLIOTTI, P.C.

Form 5500-SF

FILING_RECEIVED

KIMBALL, PARIS & GUGLIOTTI, P.C. RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIMBALL, PARIS & GUGLIOTTI, P.C..

Plan sponsor

Name

KIMBALL, PARIS & GUGLIOTTI, P.C.

EIN