How big is Panichelle Financial Group, LLC's plan?

Panichelle Financial Group, LLC's plan reported $577K in assets and 8 participants for 2024.

Original filing (PDF)20250807191047NAL0008853394001

Panichelle Financial Group, LLC

Name: Panichelle Financial Group, LLC — Panichelle, Form 5500 (2024)
Creator: Panichelle Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Panichelle Financial Group, LLC Retirement Savings Plan

401(k) retirement plan · Panichelle Financial Group, LLC's Panichelle Financial Group, LLC Retirement Savings Plan held $577K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

People on this filing

Ronald Panichelle signed Panichelle Financial Group, LLC's 2024 Form 5500 as plan administrator.

Ronald Panichelle — 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

Panichelle Financial Group, LLC's EIN is 36-4664268.

EIN 36-4664268

Plan number 001

Plan year 2024

ACK ID 20250807191047NAL0008853394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Panichelle Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Panichelle Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PANICHELLE FINANCIAL GROUP, 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

Helping the score