How big is Plunkett Distributing Co., Inc.'s plan?

Plunkett Distributing Co., Inc.'s plan reported $2.9M in assets and 111 participants for 2024.

Original filing (PDF)20251028133922NAL0004653939001

Plunkett Distributing Co., Inc.

Name: Plunkett Distributing Co., Inc. — Plunkett Distribut, Form 5500 (2024)
Creator: Plunkett Distributing Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Plunkett Distributing Co., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Plunkett Distributing Co., Inc.'s Plunkett Distributing Co., Inc. 401(k) Profit Sharing Plan held $2.9M in plan assets for 111 participants in 2024.

Active participants

111

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Lee ANN Neidecker signed Plunkett Distributing Co., Inc.'s 2024 Form 5500 as plan administrator.

Lee ANN Neidecker — 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

Plunkett Distributing Co., Inc.'s EIN is 71-0271786.

EIN 71-0271786

Plan number 001

Plan year 2024

ACK ID 20251028133922NAL0004653939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Plunkett Distributing Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Plunkett Distributing Co., Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score