Original filing (PDF)20250908135357NAL0019365649001

PUGH & COMPANY, PC

Name: PUGH & COMPANY, PC — PUGH & COMPANY, P.C. ASSET ACCUMULATION 401(K) RETIREMENT PLAN II, Form 5500 (2024)
Creator: PUGH & COMPANY, PC

Form 5500-SF

FILING_RECEIVED

PUGH & COMPANY, P.C. ASSET ACCUMULATION 401(K) RETIREMENT PLAN II

401(k) retirement plan

Active participants

Accounts w/ balance

124

Plan assets (EOY)

$27.3M

Net assets (EOY)

$27.3M

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 PUGH & COMPANY, PC.

Plan sponsor

Name

PUGH & COMPANY, PC

EIN

62-1142155

Address

315 N. CEDAR BLUFF RD., SUITE 200 · KNOXVILLE, TN · 37923

Phone

(865) 769-0660

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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