How big is E Formella & Sons, Inc.'s plan?

E Formella & Sons, Inc.'s plan reported $806K in assets and 27 participants for 2025.

Original filing (PDF)20260420141300NAL0001447345001

E Formella & Sons, Inc.

Name: E Formella & Sons, Inc. — E Formella 401(k) Plan, Form 5500 (2025)
Creator: E Formella & Sons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E Formella 401(k) Plan

401(k) retirement plan · E Formella & Sons, Inc.'s E Formella 401(k) Plan held $806K in plan assets for 27 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$806K

Net assets (EOY)

$806K

People on this filing

Kathy Formella signed E Formella & Sons, Inc.'s 2025 Form 5500 as plan administrator.

Kathy Formella — 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

E Formella & Sons, Inc.'s EIN is 36-3179474.

EIN 36-3179474

Plan number 001

Plan year 2025

ACK ID 20260420141300NAL0001447345001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for E Formella & Sons, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

E Formella & Sons, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for E FORMELLA & SONS, INC.

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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

Knocking points off