Original filing (PDF)20251015051646NAL0001911043001

JACK PEDOWITZ ENTERPRISES INC

Name: JACK PEDOWITZ ENTERPRISES INC — JACK PEDOWITZ ENTERPRISES INC EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: JACK PEDOWITZ ENTERPRISES INC

Form 5500

FILING_RECEIVED

JACK PEDOWITZ ENTERPRISES INC EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

138

Accounts w/ balance

162

Plan assets (EOY)

$590K

Net assets (EOY)

-$17.6M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACK PEDOWITZ ENTERPRISES INC.

Plan sponsor

Name

JACK PEDOWITZ ENTERPRISES INC

EIN

11-2234812

Address

1765 EXPRESS DRIVE NORTH · HAUPPAUGE, NY · 11788

Phone

(718) 923-1862

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2P · Leveraged ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

CARON AND BLETZER, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $590K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Jack Pedowitz Enterprises, Inc. Company * common stock Common stock	—	—	$20.9M	$590K	100.0%

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