Original filing (PDF)20240814095604NAL0011541649001

GUGLIOTTA & PONZINI P.C.

Name: GUGLIOTTA & PONZINI P.C. — GUGLIOTTA & PONZINI P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: GUGLIOTTA & PONZINI P.C.

Form 5500-SF

FILING_RECEIVED

GUGLIOTTA & PONZINI P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$204K

Net assets (EOY)

$199K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUGLIOTTA & PONZINI P.C..

Plan sponsor

Name

GUGLIOTTA & PONZINI P.C.

EIN

46-2941219all filings

Address

140 HUGUENOT ST. 2ND. FLOOR · NEW ROCHELLE, NY · 10801

Phone

(914) 813-1700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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CHARLES H CRAIN PC

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