Original filing (PDF)20250731184716NAL0009012336001

FIGLIOZZI & COMPANY, P.C.

Name: FIGLIOZZI & COMPANY, P.C. — FIGLIOZZI & COMPANY, P.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FIGLIOZZI & COMPANY, P.C.

Form 5500-SF

FILING_RECEIVED

FIGLIOZZI & COMPANY, P.C. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

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 FIGLIOZZI & COMPANY, P.C..

Plan sponsor

Name

FIGLIOZZI & COMPANY, P.C.

EIN

11-2924109

Address

100 GARDEN CITY PLAZA · SUITE 225 · GARDEN CITY, NY · 11530

Phone

(516) 745-6400

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

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

Related plans

Similar-size Professional & Technical Services plans

TOTAL BENEFIT MANAGEMENT, INC.

TOTAL BENEFIT MANAGEMENT, INC. RETIREMENT SAVINGS PLAN

$12.0M · 319 participants

MAESTRO FINANCIAL SOLUTIONS, LLC

MAESTRO FINANCIAL SOLUTIONS, LLC INCENTIVE SAVINGS PLAN

$12.0M · 157 participants

MAHONEY SABOL & COMPANY, LLP

MAHONEY SABOL & COMPANY, LLP 401(K) PLAN

$11.8M · 54 participants

CPASITESOLUTIONS, INC.

CPASITESOLUTIONS 401(K) PLAN

$11.8M · 256 participants

PINNACLE PARTNERS INC.

PINNACLE PARTNERS INC. 401K RETIREMENT SAVINGS PLAN