Original filing (PDF)20250311142127NAL0035153618001

KUNZ-POWELL & ASSOCIATES, INC.

Name: KUNZ-POWELL & ASSOCIATES, INC. — KUNZ-POWELL & ASSOCIATES, INC. , 401(K) PLAN, Form 5500 (2023)
Creator: KUNZ-POWELL & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

KUNZ-POWELL & ASSOCIATES, INC. , 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 KUNZ-POWELL & ASSOCIATES, INC..

Plan sponsor

Name

KUNZ-POWELL & ASSOCIATES, INC.

EIN

23-2200630

Address

40 PENN ROAD · POTTSTOWN, PA · 19464

Phone

(610) 722-5701

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-03-11

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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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