Original filing (PDF)20240125121540NAL0008723123001

PHILIP E. PELLIZZARI, CPA

Name: PHILIP E. PELLIZZARI, CPA — PHILIP E. PELLIZZARI, CPA 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: PHILIP E. PELLIZZARI, CPA

Form 5500-SF

FILING_RECEIVED

PHILIP E. PELLIZZARI, CPA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILIP E. PELLIZZARI, CPA.

Plan sponsor

Name

PHILIP E. PELLIZZARI, CPA

EIN

16-1174070

Address

4914 WEST GENESEE STREET · CAMILLUS, NY · 13031

Phone

(315) 488-0099

Industry

CPA Offices· Professional & Technical Servicessee all

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

2024-01-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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