How big is Trungale, EGAN & Assoc., LLC's plan?

Trungale, EGAN & Assoc., LLC's plan reported $1.7M in assets and 16 participants for 2023.

Original filing (PDF)20241015090345NAL0048586688001

Trungale, EGAN & Assoc., LLC

Name: Trungale, EGAN & Assoc., LLC — Trungale, EGAN &, Form 5500 (2023)
Creator: Trungale, EGAN & Assoc., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trungale, EGAN & Associates, LLC 401(k) Plan

401(k) retirement plan · Trungale, EGAN & Assoc., LLC's Trungale, EGAN & Associates, LLC 401(k) Plan held $1.7M in plan assets for 16 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Brianna Hegarty signed Trungale, EGAN & Assoc., LLC's 2023 Form 5500 as plan administrator.

Brianna Hegarty — 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

Trungale, EGAN & Assoc., LLC's EIN is 36-4006147.

EIN 36-4006147

Plan number 001

Plan year 2023

ACK ID 20241015090345NAL0048586688001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trungale, EGAN & Assoc., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trungale, EGAN & Assoc., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUNGALE, EGAN & ASSOC., LLC.

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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