How big is Caparelli Wealth Management, Inc.'s plan?

Caparelli Wealth Management, Inc.'s plan reported $4K in assets and 2 participants for 2024.

Original filing (PDF)20251028130458NAL0006194115001

Caparelli Wealth Management, Inc.

Name: Caparelli Wealth Management, Inc. — Caparelli Wealth, Form 5500 (2024)
Creator: Caparelli Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caparelli Wealth Management, Inc. GCF Benefit Plan

Health & welfare plan · Caparelli Wealth Management, Inc.'s Caparelli Wealth Management, Inc. GCF Benefit Plan held $4K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Morgan Law signed Caparelli Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

Morgan Law — 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

Caparelli Wealth Management, Inc.'s EIN is 16-1711770.

EIN 16-1711770

Plan number 501

Plan year 2024

ACK ID 20251028130458NAL0006194115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caparelli Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caparelli Wealth Management, Inc.'s plan includes health coverage.

Decision-maker contacts

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

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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