Original filing (PDF)20240904113833NAL0020142945001

PITTSFORD FLORIST INC

Name: PITTSFORD FLORIST INC — PITTSFORD FLORIST INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: PITTSFORD FLORIST INC

Form 5500-SF

FILING_RECEIVED

PITTSFORD FLORIST INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PITTSFORD FLORIST INC.

Plan sponsor

Name

PITTSFORD FLORIST INC

EIN

47-1722218

Address

1433 PITTSFORD VICTOR ROAD · SUITE 1 · VICTOR, NY · 14564

Phone

(585) 248-5860

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-24

Filed

2024-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

NISIE'S ENCHANTED, INC.

NISIE'S ENCHANTED FLORIST PROFIT SHARING PLAN

SOWLE THE FLORIST, INC.

FINAL FILING - SOWLE THE FLORIST, INC. PROFIT SHARING PLAN

SANDY ROSE FLORAL INC

SANDY ROSE FLORAL INC 401(K) PROFIT SHARING PLAN & TRUST

$0 · 6 participants

DONNA M MCTEE

DONNA M MCTEE 401(K) PROFIT SHARING PLAN & TRUST

$0 · 13 participants

BRIAN SCHELL

BRIAN SCHELL 401(K) PROFIT SHARING PLAN & TRUST