Original filing (PDF)20230531104644NAL0020200785001

A. PANZA & SONS, LTD.

Name: A. PANZA & SONS, LTD. — A. PANZA & SONS, LTD. 401(K)PLAN, Form 5500 (2022)
Creator: A. PANZA & SONS, LTD.

Form 5500-SF

FILING_RECEIVED

A. PANZA & SONS, LTD. 401(K)PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A. PANZA & SONS, LTD..

Plan sponsor

Name

A. PANZA & SONS, LTD.

EIN

11-2147104

Address

141 FIELDCREST AVENUE · EDISON, NJ · 088373718

Phone

(732) 225-1314

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-15

Filed

2023-05-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

VETERINARY SERVICE, INC.

VETERINARY SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

PERFECT LOCKS LLC

PERFECT LOCKS 401(K) PLAN

U.S CHEMICAL AND FUNERAL SUPPLIE

U.S. CHEMICAL AND FUNERAL SUPPLIES INC 401K PLAN

IT'S A NEW 10, LLC

IT'S A NEW 10 DEFINED BENEFIT PLAN

NED & CO. LLC

NED & CO. LLC 401(K) PLAN