How big is David E. PUNT's plan?

David E. PUNT's plan reported $2.7M in assets and 4 participants for 2025.

Original filing (PDF)20260218124322NAL0008202000001

David E. PUNT

Name: David E. PUNT — David E. PUNT AGE-Weighted Profit, Form 5500 (2025)
Creator: David E. PUNT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David E. PUNT AGE-Weighted Profit Sharing Plan

Defined-contribution retirement plan · David E. PUNT's David E. PUNT AGE-Weighted Profit Sharing Plan held $2.7M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

David PUNT signed David E. PUNT's 2025 Form 5500 as plan administrator.

David PUNT — 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

David E. PUNT's EIN is 23-2416656.

EIN 23-2416656

Plan number 001

Plan year 2025

ACK ID 20260218124322NAL0008202000001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David E. PUNT from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David E. PUNT'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 DAVID E. PUNT.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

DAVID E. PUNT

EIN

all filings

Address

4911 DERRY STREET · HARRISBURG, PA · 17111

Phone

(717) 561-8894

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator