· 2022–2024 · DOL EFAST2

CARLISTO & SAXENIAN CPA'S LLP — CARLISTO & SAXENIAN CPA'S LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250925115606NAL0003514899001

CARLISTO & SAXENIAN CPA'S LLP

Form 5500-SF

FILING_RECEIVED

CARLISTO & SAXENIAN CPA'S LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$298K

Net assets (EOY)

$298K

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

80

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLISTO & SAXENIAN CPA'S LLP.

Plan sponsor

Name

CARLISTO & SAXENIAN CPA'S LLP

EIN

13-2527102all filings

Address

80 BUSINESS PARK DRIVE · SUITE 106 · ARMONK, NY · 10504

Phone

(914) 273-2900

Industry

CPA Offices· 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

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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