· 2022–2024 · DOL EFAST2

PELKONEN AND ASSOCIATES LLC — PELKONEN AND ASSOCIATES LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251007201153NAL0002681891001

PELKONEN AND ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

PELKONEN AND ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

3

Accounts w/ balance

4

Plan assets (EOY)

$345K

Net assets (EOY)

$345K

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

89

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PELKONEN AND ASSOCIATES LLC.

Plan sponsor

Name

PELKONEN AND ASSOCIATES LLC

EIN

84-5156321

Address

425 BROADHOLLOW RD STE 112 · MELVILLE, NY · 11747

Phone

(631) 396-1032

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

AZURE FUNDING, LLC

AZURE FUNDING 401(K) PLAN

$345K · 9 participants

BLUE GEM LLC CASH BALANCE PLAN

$345K · 1 participants

RESOLUTE PRIVATE WEALTH, LLC

RESOLUTE PRIVATE WEALTH 401K PROFIT SHARING PLAN

$345K · 9 participants

CAVA CAPITAL LLC

CAVA CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST

CIRCLE FINANCIAL PLANNING, INC.

CIRCLE FINANCIAL PLANNING 401(K) PLAN

$345K · 5 participants