Original filing (PDF)20250626124038NAL0012449040001

NACCA & CAPIZZI, LLP

Name: NACCA & CAPIZZI, LLP — NACCA & CAPIZZI, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NACCA & CAPIZZI, LLP

Form 5500-SF

FILING_RECEIVED

NACCA & CAPIZZI, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 NACCA & CAPIZZI, LLP.

Plan sponsor

Name

NACCA & CAPIZZI, LLP

EIN

16-1385918

Address

2430 RIDGEWAY AVENUE · ROCHESTER, NY · 14626

Phone

(585) 225-9290

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

2025-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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