Original filing (PDF)20230913110329NAL0029613088001

GUNN-MOWERY LLC

Name: GUNN-MOWERY LLC — GUNN-MOWERY LLC SALARY SAVINGS PLAN, Form 5500 (2022)
Creator: GUNN-MOWERY LLC

Form 5500-SF

FILING_RECEIVED

GUNN-MOWERY LLC SALARY SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

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 GUNN-MOWERY LLC.

Plan sponsor

Name

GUNN-MOWERY LLC

EIN

81-0587373

Address

650 N. 12TH STREET · LEMOYNE, PA · 17043

Phone

(717) 761-4600

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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