· 2022–2024 · DOL EFAST2

Philip A. Penepent, Jr. — Philip A. Penepent 401(k), Form 5500 (2024)

Original filing (PDF)20251013085313NAL0002216130001

Philip A. Penepent, Jr.

Form 5500-SF

FILING_RECEIVED

Philip A. Penepent 401(k) Profit Sharing Plan

401(k) retirement plan · Philip A. Penepent, Jr.'s Philip A. Penepent 401(k) Profit Sharing Plan held $3.3M in plan assets for 10 participants in 2024.

Active participants

10

Accounts w/ balance

13

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PHILIP A. PENEPENT, JR.

EIN

16-1201400all filings

Address

5196 GENESEE STREET · BOWMANSVILLE, NY · 14026

Phone

(716) 681-1895

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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