Original filing (PDF)20231002181151NAL0036057186001

RONALD P. MARCOZZI

Name: RONALD P. MARCOZZI — RONALD P. MARCOZZI 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: RONALD P. MARCOZZI

Form 5500-SF

FILING_RECEIVED

RONALD P. MARCOZZI 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 34.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RONALD P. MARCOZZI.

Plan sponsor

Name

RONALD P. MARCOZZI

EIN

90-1116308

Address

225 CHANDLER ROAD · CHADDS FORD, PA · 19317

Phone

(484) 557-3468

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2019-01-01

Tax period

2019-12-31

Filed

2023-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CONSUMER FINANCE SYSTEMS, INC.

CONSUMER FINANCE SYSTEMS, INC. 401K PLAN

$1.3M · 6 participants

NEWPORT SYSTEMS INC.

NEWPORT SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST

$1.3M · 15 participants

AYCAN MEDICAL SYSTEMS LLC

AYCAN MEDICAL SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 7 participants

CHAOS GROUP, LLC

CHAOS GROUP, LLC 401(K) PLAN

$1.3M · 8 participants

DYNAMIC SYSTEMS INTEGRATION, INC.

DYNAMIC SYSTEMS INTEGRATION 401(K) PLAN