Original filing (PDF)20241202070315NAL0002763122001

PETER ROSSI

Name: PETER ROSSI — PETER ROSSI & SON MEMORIAL CHAPEL COMPANY EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PETER ROSSI

Form 5500-SF

FILING_RECEIVED

PETER ROSSI & SON MEMORIAL CHAPEL COMPANY EMPLOYEE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETER ROSSI.

Plan sponsor

Name

PETER ROSSI

EIN

34-1292648

Address

1884 NORTH ROAD NE · WARREN, OH · 44483

Phone

(330) 372-4211

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-10-31

Filed

2024-12-02

Pension benefit codes

2E · Profit-sharing

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 Other Services (ex. Public Admin) plans

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PARROTT FUNERAL HOME & CREMATORY

PARROTT FUNERAL HOME & CREMATORY MEDOVA LIFESTYLE HEALTH PLAN

FUNERAL DIRECTOR'S VAULT LTD