Original filing (PDF)20251125073602NAL0004581088001

FITZPATRICK, SANTOS, SOUSA, PERUGINI PC

Name: FITZPATRICK, SANTOS, SOUSA, PERUGINI PC — FITZPATRICK, SANTOS, SOUSA, AND PERUGINI, PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FITZPATRICK, SANTOS, SOUSA, PERUGINI PC

Form 5500-SF

FILING_RECEIVED

FITZPATRICK, SANTOS, SOUSA, AND PERUGINI, PC PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FITZPATRICK, SANTOS, SOUSA, PERUGINI PC.

Plan sponsor

Name

FITZPATRICK, SANTOS, SOUSA, PERUGINI PC

EIN

06-1357115

Address

203 CHURCH STREET · NAUGATUCK, CT · 06770

Phone

(203) 729-4555

Industry

Law 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

2025-11-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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