How big is O'REILLY, Marsh & Corteselli P.C.'s plan?

O'REILLY, Marsh & Corteselli P.C.'s plan reported $46 in assets for 2023.

Original filing (PDF)20240603112924NAL0018114513001

O'REILLY, Marsh & Corteselli P.C.

Name: O'REILLY, Marsh & Corteselli P.C. — O'REILLY, Marsh, Form 5500 (2023)
Creator: O'REILLY, Marsh & Corteselli P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'REILLY, Marsh & Corteselli P.C. Cash Balance Plan

Defined-benefit pension plan · O'REILLY, Marsh & Corteselli P.C.'s O'REILLY, Marsh & Corteselli P.C. Cash Balance Plan reported $46 in plan assets in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$46

Net assets (EOY)

$46

People on this filing

Karen Corteselli signed O'REILLY, Marsh & Corteselli P.C.'s 2023 Form 5500 as plan administrator.

Karen Corteselli — 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

O'REILLY, Marsh & Corteselli P.C.'s EIN is 11-2798853.

EIN 11-2798853

Plan number 003

Plan year 2023

ACK ID 20240603112924NAL0018114513001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for O'REILLY, Marsh & Corteselli P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

O'REILLY, Marsh & Corteselli P.C.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'REILLY, MARSH & CORTESELLI P.C..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score