Original filing (PDF)20250304123002NAL0006965841001

JOHN CARMEN, INC. DBA PAUL FRANCIS & CO.

Name: JOHN CARMEN, INC. DBA PAUL FRANCIS & CO. — PAUL FRANCIS & CO.CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: JOHN CARMEN, INC. DBA PAUL FRANCIS & CO.

Form 5500-SF

FILING_RECEIVED

PAUL FRANCIS & CO.CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN CARMEN, INC. DBA PAUL FRANCIS & CO..

Plan sponsor

Name

JOHN CARMEN, INC. DBA PAUL FRANCIS & CO.

EIN

06-1121973

Address

190 FULTON TERRACE · NEW HAVEN, CT · 06512

Phone

(203) 468-8126

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-01-23

Filed

2025-03-04

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

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

Related plans

Similar-size Wholesale Trade plans

VENICE BRUSHES AND ROLLERS INC

VENICE BRUSHES AND ROLLERS INC 401(K) PLAN

MARCOAT FINISHING, INC.

MARCOAT FINISHING, INC. 401(K) AND PROFIT SHARING PLAN

SOUTHERN AUTOBODY SUPPLY INC

SOUTHERN AUTOBODY SUPPLY INC 401K PLAN

NYQUIST, INC.

NYQUIST, INC. 401(K) PLAN

CONSOLIDATED P AND S INC.

CONSOLIDATED P AND S INC. 401(K) PLAN

$0 · 2 participants