How big is Paoli & Purdy, PC's plan?

Paoli & Purdy, PC's plan reported $4.3M in assets and 7 participants for 2024.

Original filing (PDF)20251014140343NAL0001468947001

Paoli & Purdy, PC

Name: Paoli & Purdy, PC — Paoli & Purdy, PC Defined, Form 5500 (2024)
Creator: Paoli & Purdy, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paoli & Purdy, PC Defined Benefit Pension Plan

Defined-benefit pension plan · Paoli & Purdy, PC's Paoli & Purdy, PC Defined Benefit Pension Plan held $4.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Paoli & Purdy, PC's EIN is 46-5539245.

EIN 46-5539245

Plan number 002

Plan year 2024

ACK ID 20251014140343NAL0001468947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paoli & Purdy, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paoli & Purdy, PC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAOLI & PURDY, PC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score