· 2022–2024 · DOL EFAST2

Pease & Gustafson, LLP — Pease & Gustafson, LLP, Form 5500 (2025)

Original filing (PDF)20260710101335NAL0001214177001

Pease & Gustafson, LLP

Form 5500-SF

FILING_RECEIVED

Pease & Gustafson, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Pease & Gustafson, LLP's Pease & Gustafson, LLP 401(k) Profit Sharing Plan held $1.5M in plan assets for 9 participants in 2025.

Active participants

9

Accounts w/ balance

9

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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

64

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 PEASE & GUSTAFSON, LLP.

Plan sponsor

Name

PEASE & GUSTAFSON, LLP

EIN

16-1541069all filings

Address

40 MAIN STREET · MASSENA, NY · 13662

Phone

(315) 769-3898

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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