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Original filing (PDF)20240406164220NAL0032804978001
ROBERT HUGO
Form 5500-SF
FILING_RECEIVED
ROBERT HUGO PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
3
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT HUGO.
Plan sponsor
Name
ROBERT HUGO
EIN
23-2226764
Address
95 JOHN B MERRILL PKWY, STE #1 · PO BOX 347 · TOWANDA, PA · 18848
Phone
(570) 512-0019
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-04-06
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
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 providersRelated plans
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