How big is Joe Gaglio, CPA, APC's plan?

Joe Gaglio, CPA, APC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20251009121216NAL0003555651001

Joe Gaglio, CPA, APC

Name: Joe Gaglio, CPA, APC — Joe Gaglio, CPA, APC 401(k), Form 5500 (2024)
Creator: Joe Gaglio, CPA, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joe Gaglio, CPA, APC 401(k) Plan

401(k) retirement plan · Joe Gaglio, CPA, APC's Joe Gaglio, CPA, APC 401(k) Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Joe Gaglio, CPA, APC's EIN is 20-1617865.

EIN 20-1617865

Plan number 001

Plan year 2024

ACK ID 20251009121216NAL0003555651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joe Gaglio, CPA, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joe Gaglio, CPA, APC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOE GAGLIO, CPA, APC.

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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