How big is PUN & Associates PLLC's plan?

PUN & Associates PLLC's plan reported $157K in assets and 3 participants for 2024.

Original filing (PDF)20251015171609NAL0002802851001

PUN & Associates PLLC

Name: PUN & Associates PLLC — PUN & Associates PLLC, Form 5500 (2024)
Creator: PUN & Associates PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PUN & Associates PLLC Retirement Plan

401(k) retirement plan · PUN & Associates PLLC's PUN & Associates PLLC Retirement Plan held $157K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$157K

Net assets (EOY)

$157K

People on this filing

Rebecca Chong signed PUN & Associates PLLC's 2024 Form 5500 as plan administrator.

Rebecca Chong — 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

PUN & Associates PLLC's EIN is 86-1588857.

EIN 86-1588857

Plan number 001

Plan year 2024

ACK ID 20251015171609NAL0002802851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PUN & Associates PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PUN & Associates PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Helping the score