Original filing (PDF)20250515105559NAL0019463873001

Florio Perrucci Steinhardt Cappelli & Tipton LLC

Name: Florio Perrucci Steinhardt Cappelli & Tipton LLC — Form 5500 Plan 001 (2024)
Creator: Florio Perrucci Steinhardt Cappelli & Tipton LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Florio Perrucci Steinhardt Cappelli & Tipton LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Florio Perrucci Steinhardt Cappelli & Tipton LLC's Florio Perrucci Steinhardt Cappelli & Tipton LLC 401(k) Profit Sharing Plan and Trust held $7.6M in plan assets for 75 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

Plan identifiers

Florio Perrucci Steinhardt Cappelli & Tipton LLC's EIN is 20-0984717.

EIN 20-0984717

Plan number 001

Plan year 2024

ACK ID 20250515105559NAL0019463873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Florio Perrucci Steinhardt Cappelli & Tipton LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Florio Perrucci Steinhardt Cappelli & Tipton LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLORIO PERRUCCI STEINHARDT CAPPELLI & TIPTON LLC.

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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