Original filing (PDF)20260204194039NAL0002083811001

DUGAN,SCOTTI & ZOCH, PA

Name: DUGAN,SCOTTI & ZOCH, PA — DUGAN, SCOTTI & ZOCH 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DUGAN,SCOTTI & ZOCH, PA

Form 5500-SF

FILING_RECEIVED

DUGAN, SCOTTI & ZOCH 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 9.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 9.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUGAN,SCOTTI & ZOCH, PA.

Plan sponsor

Name

DUGAN,SCOTTI & ZOCH, PA

DBA

DUGAN, SCOTTI & ZOCH, PA

EIN

22-2333568all filings

Address

365 W PASSAIC ST STE 310 · ROCHELLE PARK, NJ · 076623017

Phone

(201) 909-0090

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-06-11

Filed

2026-02-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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