Original filing (PDF)20231018133033NAL0055124240001

R. PUGNI & SONS, INC.

Name: R. PUGNI & SONS, INC. — R. PUGNI & SONS, INC. 401(K) RETIREMENT PLAN, Form 5500 (2022)
Creator: R. PUGNI & SONS, INC.

Form 5500-SF

FILING_RECEIVED

R. PUGNI & SONS, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

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 (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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