Original filing (PDF)20250616214614NAL0001218689001

GUILMARTIN, DIPIRO & SOKOLOWSKI, LLC

Name: GUILMARTIN, DIPIRO & SOKOLOWSKI, LLC — GUILMARTIN, DIPIRO & SOKOLOWSKI 401(K) PLAN, Form 5500 (2024)
Creator: GUILMARTIN, DIPIRO & SOKOLOWSKI, LLC

Form 5500-SF

FILING_RECEIVED

GUILMARTIN, DIPIRO & SOKOLOWSKI 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUILMARTIN, DIPIRO & SOKOLOWSKI, LLC.

Plan sponsor

Name

GUILMARTIN, DIPIRO & SOKOLOWSKI, LLC

EIN

06-0971998

Address

505 MAIN STREET · MIDDLETOWN, CT · 06457

Phone

(860) 347-5689

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-06-16

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

WOOLARD, KRAJNIK, MASCIANGELO, LLP

WOOLARD, KRAJNIK, MASCIANGELO, LLP 401(K) PLAN

$4.6M · 23 participants

JORDAHL & SLITER, PLLC

JORDAHL & SLITER, PLLC 401(K) RETIREMENT SAVINGS PLAN

$4.6M · 24 participants

BENNING GROUP LLC

BENNING GROUP LLC 401(K) PLAN

$4.6M · 34 participants

MORTON & ASSOCIATES ACCOUNTANCY CORP

MORTON & ASSOCIATES ACCOUNTANCY CORP 401K PLAN

$4.6M · 5 participants

STEVEN A NITTLER CPA

STEVEN A NITTLER CPA 401K PROFIT SHARING PLAN