Original filing (PDF)20230727140206NAL0006555571001

John P Reali

Name: John P Reali — Form 5500 (2022)
Creator: John P Reali
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John P Reali

Defined-contribution retirement plan · John P Reali held $657K in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$657K

Net assets (EOY)

$657K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN P REALI.

Plan sponsor

Name

JOHN P REALI

EIN

11-2336107all filings

Address

575 UNDERHILL BLVD STE 127 · SYOSSET, NY · 117913431

Phone

—

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-27

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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