Original filing (PDF)20250430094627NAL0001168163001

Roy E Pelfrey Associates,Inc.

Name: Roy E Pelfrey Associates,Inc. — Roy E Pelfrey, Form 5500 (2023)
Creator: Roy E Pelfrey Associates,Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roy E Pelfrey Associates,Inc. CBS Benefit Plan

Health & welfare plan · Roy E Pelfrey Associates,Inc.'s Roy E Pelfrey Associates,Inc. CBS Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Joseph HSU signed Roy E Pelfrey Associates,Inc.'s 2023 Form 5500 as plan administrator.

Joseph HSU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Roy E Pelfrey Associates,Inc.'s EIN is 61-0673802.

EIN 61-0673802

Plan number 502

Plan year 2023

ACK ID 20250430094627NAL0001168163001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Roy E Pelfrey Associates,Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Roy E Pelfrey Associates,Inc.'s plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROY E PELFREY ASSOCIATES,INC.

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Plan health score (directional)

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

Helping the score