How big is Stephen Gaudino, CPA, CFP, PC's plan?

Stephen Gaudino, CPA, CFP, PC's plan reported $2.2M in assets and 7 participants for 2024.

Original filing (PDF)20251014095749NAL0002461441001

Stephen Gaudino, CPA, CFP, PC

Name: Stephen Gaudino, CPA, CFP, PC — Stephen Gaudino, Form 5500 (2024)
Creator: Stephen Gaudino, CPA, CFP, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Gaudino, CPA, CFP, PC 401(k) Plan

401(k) retirement plan · Stephen Gaudino, CPA, CFP, PC's Stephen Gaudino, CPA, CFP, PC 401(k) Plan held $2.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Stephen Gaudino, CPA signed Stephen Gaudino, CPA, CFP, PC's 2024 Form 5500 as plan administrator.

Stephen Gaudino, CPA — 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

Stephen Gaudino, CPA, CFP, PC's EIN is 16-1312665.

EIN 16-1312665

Plan number 001

Plan year 2024

ACK ID 20251014095749NAL0002461441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen Gaudino, CPA, CFP, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen Gaudino, CPA, CFP, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN GAUDINO, CPA, CFP, PC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score