How big is Punchlist Inc.'s plan?

Punchlist Inc.'s plan reported $1.6M in assets and 70 participants for 2023.

Original filing (PDF)20241001123959NAL0006720545001

Punchlist Inc.

Name: Punchlist Inc. — Punchlist Inc. 401(k) Plan, Form 5500 (2023)
Creator: Punchlist Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Punchlist Inc. 401(k) Plan

401(k) retirement plan · Punchlist Inc.'s Punchlist Inc. 401(k) Plan held $1.6M in plan assets for 70 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Brian Glabe signed Punchlist Inc.'s 2023 Form 5500 as plan administrator.

Brian Glabe — 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

Punchlist Inc.'s EIN is 84-2981104.

EIN 84-2981104

Plan number 001

Plan year 2023

ACK ID 20241001123959NAL0006720545001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Punchlist Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Punchlist Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score