Original filing (PDF)20241220140558NAL0013149858001

JOHN L. BUGAY

Name: JOHN L. BUGAY — JOHN L. BUGAY 401(K) PLAN, Form 5500 (2023)
Creator: JOHN L. BUGAY

Form 5500-SF

FILING_RECEIVED

JOHN L. BUGAY 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 37.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$687K

Net assets (EOY)

$687K

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

Filed 37.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN L. BUGAY.

Plan sponsor

Name

JOHN L. BUGAY

EIN

83-3106199all filings

Address

803 ROPER CREEK DRIVE · GREENVILLE, SC · 29615

Phone

(864) 292-3770

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2024-12-20

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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