Original filing (PDF)20240625094544NAL0004522163001

PEGGIE B. SCHULTZ, INC. D/B/A

Name: PEGGIE B. SCHULTZ, INC. D/B/A — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PEGGIE B. SCHULTZ, INC. D/B/A O-GEE PAINT CO., Form 5500 (2023)
Creator: PEGGIE B. SCHULTZ, INC. D/B/A

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PEGGIE B. SCHULTZ, INC. D/B/A O-GEE PAINT CO.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEGGIE B. SCHULTZ, INC. D/B/A.

Plan sponsor

Name

PEGGIE B. SCHULTZ, INC. D/B/A

EIN

59-2091663

Address

6995 BIRD RD · MIAMI, FL · 331553754

Phone

(305) 666-3308

Industry

Engineering Services· 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

2024-06-25

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

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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