· 2022–2024 · DOL EFAST2

CAPARELLI WEALTH MANAGEMENT, INC. — CAPARELLI WEALTH MANAGEMENT, INC. GCF BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20251028130458NAL0006194115001

CAPARELLI WEALTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

CAPARELLI WEALTH MANAGEMENT, INC. GCF BENEFIT PLAN

Health & welfare plan

Active participants

2

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CAPARELLI WEALTH MANAGEMENT, INC.

EIN

16-1711770all filings

Address

7505 WATERS AVE · SUITE A 3 · SAVANNAH, GA · 31406

Phone

(912) 354-6363

Industry

Finance & Insurancesee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

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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