Original filing (PDF)20240813105124NAL0010330977001

CAPPIELLO & CAPPIELLO

Name: CAPPIELLO & CAPPIELLO — CAPPIELLO & CAPPIELLO PENSION PLAN, Form 5500 (2023)
Creator: CAPPIELLO & CAPPIELLO

Form 5500-SF

FILING_RECEIVED

CAPPIELLO & CAPPIELLO PENSION PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

CAPPIELLO & CAPPIELLO

EIN

11-3131747all filings

Address

1461 LAKELAND AVENUE -SUITE 4 · BOHEMIA, NY · 11716

Phone

(631) 331-1097

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-13

Pension benefit codes

2E · Profit-sharing

2T · Default investment account (QDIA)

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

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