Original filing (PDF)20250715133056NAL0001352435001

CARONE & COMPANY INC.

Name: CARONE & COMPANY INC. — CARONE & COMPANY INC. PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: CARONE & COMPANY INC.

Form 5500-SF

FILING_RECEIVED

CARONE & COMPANY INC. PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 CARONE & COMPANY INC..

Plan sponsor

Name

CARONE & COMPANY INC.

EIN

68-0406835

Address

5009 FORNI DRIVE, SUITE A · CONCORD, CA · 94520

Phone

(925) 602-8800

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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