Original filing (PDF)20231018135119NAL0081894802001

R. PUGNI & SONS, INC.

Name: R. PUGNI & SONS, INC. — R. PUGNI & SONS, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: R. PUGNI & SONS, INC.

Form 5500-SF

FILING_RECEIVED

R. PUGNI & SONS, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R. PUGNI & SONS, INC..

Plan sponsor

Name

R. PUGNI & SONS, INC.

EIN

30-0145990

Address

25 BEDELL ROAD · KATONAH, NY · 10536

Phone

(914) 495-3449

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-18

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

Related plans

Similar-size Professional & Technical Services plans

PETER WALKER & PARTNERS LANDSCAPE ARCHITECTURE, INC.

PWP RETIREMENT PLAN

$3.3M · 23 participants

ABLA, LLC

ABLA, LLC 401(K) P/S PLAN

$3.3M · 21 participants

ENVIRONMENTAL PLANNING & DESIGN

ENVIRONMENTAL PLANNING & DESIGN, LLC 401(K) PROFIT SHARING PLAN

$3.3M · 10 participants

MICHAEL HATCHER & ASSOCIATES, INC.

MICHAEL HATCHER & ASSOCIATES 401(K) PLAN

$3.3M · 307 participants

P.J. HAYES, INC.

P.J. HAYES, INC. 401(K) PLAN

$3.3M · 43 participants