How big is Robert HUGO's plan?

Robert HUGO's plan reported $5.5M in assets for 2023.

Original filing (PDF)20240406164220NAL0032804978001

Robert HUGO

Name: Robert HUGO — Robert HUGO Profit Sharing Plan, Form 5500 (2023)
Creator: Robert HUGO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert HUGO Profit Sharing Plan

Defined-contribution retirement plan · Robert HUGO's Robert HUGO Profit Sharing Plan reported $5.5M in plan assets in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Robert HUGO signed Robert HUGO's 2023 Form 5500 as plan administrator.

Robert HUGO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert HUGO's EIN is 23-2226764.

EIN 23-2226764

Plan number 001

Plan year 2023

ACK ID 20240406164220NAL0032804978001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert HUGO from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert HUGO's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT HUGO.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

100

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Plan sponsor

Name

ROBERT HUGO

EIN

all filings

Address

95 JOHN B MERRILL PKWY, STE #1 · PO BOX 347 · TOWANDA, PA · 18848

Phone

(570) 512-0019

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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 providers

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