How big is Penfold & Long PC's plan?

Penfold & Long PC's plan reported $826K in assets and 26 participants for 2023.

Original filing (PDF)20241008105159NAL0016477729001

Penfold & Long PC

Name: Penfold & Long PC — Penfold & Long, PC 401(k) Plan, Form 5500 (2023)
Creator: Penfold & Long PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penfold & Long, PC 401(k) Plan

401(k) retirement plan · Penfold & Long PC's Penfold & Long, PC 401(k) Plan held $826K in plan assets for 26 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$826K

Net assets (EOY)

$826K

People on this filing

Craig Penfold signed Penfold & Long PC's 2023 Form 5500 as plan administrator.

Craig Penfold — 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

Penfold & Long PC's EIN is 75-2523207.

EIN 75-2523207

Plan number 001

Plan year 2023

ACK ID 20241008105159NAL0016477729001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Penfold & Long PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Penfold & Long PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENFOLD & LONG PC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off