How big is Samir B. Pancholy, LLC's plan?

Samir B. Pancholy, LLC's plan reported $2.7M in assets and 14 participants for 2024.

Original filing (PDF)20251015095958NAL0008635394001

Samir B. Pancholy, LLC

Name: Samir B. Pancholy, LLC — Samir B. Pancholy, LLC, Form 5500 (2024)
Creator: Samir B. Pancholy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samir B. Pancholy, LLC Retirement Plan and Trust

Defined-benefit pension plan · Samir B. Pancholy, LLC's Samir B. Pancholy, LLC Retirement Plan and Trust held $2.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Samir B. Pancholy, LLC's EIN is 20-8101079.

EIN 20-8101079

Plan number 002

Plan year 2024

ACK ID 20251015095958NAL0008635394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Samir B. Pancholy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Samir B. Pancholy, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMIR B. PANCHOLY, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score