· 2022–2024 · DOL EFAST2

PONTELL INSURANCE & FINANCIAL — PONTELL INSURANCE & FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)

Original filing (PDF)20231024085102NAL0012079730001

PONTELL INSURANCE & FINANCIAL

Form 5500-SF

FILING_RECEIVED

PONTELL INSURANCE & FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

15

Accounts w/ balance

16

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

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

61

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 PONTELL INSURANCE & FINANCIAL.

Plan sponsor

Name

PONTELL INSURANCE & FINANCIAL

EIN

20-0513663all filings

Address

1484 TUSKAWILLA ROAD · OVIEDO, FL · 32765

Phone

(407) 696-1333

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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