How big is Donald A. Pusey, Inc.'s plan?

Donald A. Pusey, Inc.'s plan reported $6.7M in assets and 64 participants for 2025.

Original filing (PDF)20260414095735NAL0019338176001

Donald A. Pusey, Inc.

Name: Donald A. Pusey, Inc. — Filmore 401(k) Retirement, Form 5500 (2025)
Creator: Donald A. Pusey, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Filmore 401(k) Retirement Plan

401(k) retirement plan · Donald A. Pusey, Inc.'s Filmore 401(k) Retirement Plan held $6.7M in plan assets for 64 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Donald A. Pusey, Inc.'s EIN is 23-2300685.

EIN 23-2300685

Plan number 001

Plan year 2025

ACK ID 20260414095735NAL0019338176001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Donald A. Pusey, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Donald A. Pusey, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONALD A. PUSEY, INC..

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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

Vendor & structure

100

Knocking points off