Original filing (PDF)20260220120954NAL0009243873001

I. PERLIS & SONS, INC.

Name: I. PERLIS & SONS, INC. — I. PERLIS & SONS, INC. GFB BENEFIT PLAN, Form 5500 (2024)
Creator: I. PERLIS & SONS, INC.

Form 5500-SF

FILING_RECEIVED

I. PERLIS & SONS, INC. GFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12K

Net assets (EOY)

$4K

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I. PERLIS & SONS, INC..

Plan sponsor

Name

I. PERLIS & SONS, INC.

EIN

58-1346333

Address

346 MAIN ST S · TIFTON, GA · 317944814

Phone

(229) 382-6212

Industry

Retail Tradesee all

Plan administrator

Name

RACHEL MOSELY

EIN

61-1927403

City

MACON, GA

Phone

(800) 342-1192

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-02-20

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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