· 2022–2024 · DOL EFAST2

MERCURIO-NORTON-TAROLLI-MARSHALL ENGINEERING & LAND SURVEYING, P.C. — MERCURIO-NORTON-TAROLLI-MARSHALL ENGINEERING & LAND SURVEYING, P.C. 401(K) / PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250516114127NAL0020138049001

MERCURIO-NORTON-TAROLLI-MARSHALL ENGINEERING & LAND SURVEYING, P.C.

Form 5500-SF

FILING_RECEIVED

MERCURIO-NORTON-TAROLLI-MARSHALL ENGINEERING & LAND SURVEYING, P.C. 401(K) / PROFIT SHARING PLAN

401(k) retirement plan

Active participants

10

Accounts w/ balance

12

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

89

/ 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

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERCURIO-NORTON-TAROLLI-MARSHALL ENGINEERING & LAND SURVEYING, P.C..

Plan sponsor

Name

MERCURIO-NORTON-TAROLLI-MARSHALL ENGINEERING & LAND SURVEYING, P.C.

EIN

14-1707763

Address

P.O. BOX 166 · PINE BUSH, NY · 12566

Phone

(845) 744-3620

Industry

Professional & Technical Servicessee 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

2025-05-16

Pension benefit codes

2E · Profit-sharing

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 Professional & Technical Services plans

HILLWIG-GOODROW, INC.

HILLWIG-GOODROW 401(K) PROFIT SHARING PLAN

$1.5M · 8 participants

SEASIDE ENGINEERING AND SURVEY

SEASIDE ENGINEERING AND SURVEY 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 36 participants

SEISMIC SURVEYS, INC.

SEISMIC SURVEYS 401(K) PLAN

$1.5M · 19 participants

CENTERLINE CONCEPTS LAND SURVEYING, INC.

CENTERLINE CONCEPTS LAND SURVEYING PROFIT SHARING 401(K) PLAN

$1.5M · 19 participants

YOUNG & YOUNG 401(K) PROFIT SHARING PLAN