Original filing (PDF)20230630110339NAL0008222433001

CARLO MASI & SONS INC.

Name: CARLO MASI & SONS INC. — CARLO MASI & SONS INC. EMPLOYEE PROFIT SHARING 401K PLAN AND TRUST, Form 5500 (2022)
Creator: CARLO MASI & SONS INC.

Form 5500-SF

FILING_RECEIVED

CARLO MASI & SONS INC. EMPLOYEE PROFIT SHARING 401K PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

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

Vendor & structure

100

Helping the score