Original filing (PDF)20251211161959NAL0006393811001

PARI & GERSHON INCORPORATED

Name: PARI & GERSHON INCORPORATED — PARI & GERSHON INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: PARI & GERSHON INCORPORATED

Form 5500-SF

FILING_RECEIVED

PARI & GERSHON INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 16.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARI & GERSHON INCORPORATED.

Plan sponsor

Name

PARI & GERSHON INCORPORATED

EIN

27-1346109

Address

1042 BENNINGTON AVE · TURLOCK, CA · 953820555

Phone

(925) 768-5245

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-08-30

Filed

2025-12-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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