Original filing (PDF)20250521111427NAL0002305939001

AZCARATE COMPANY, INC.

Name: AZCARATE COMPANY, INC. — AZCARATE & COMPANY 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: AZCARATE COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

AZCARATE & COMPANY 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AZCARATE COMPANY, INC..

Plan sponsor

Name

AZCARATE COMPANY, INC.

EIN

16-1588737

Address

18 MONROE STREET · P.O. BOX 1109 · ELLICOTTVILLE, NY · 14731

Phone

(716) 699-8300

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-05-21

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

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