How big is David K. Sergi & Associates, PC's plan?

David K. Sergi & Associates, PC's plan reported $54K in assets and 12 participants for 2024.

Original filing (PDF)20251015162046NAL0006744432001

David K. Sergi & Associates, PC

Name: David K. Sergi & Associates, PC — David K. Sergi &, Form 5500 (2024)
Creator: David K. Sergi & Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David K. Sergi & Associates, PC 401(k) Plan

401(k) retirement plan · David K. Sergi & Associates, PC's David K. Sergi & Associates, PC 401(k) Plan held $54K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

People on this filing

David Sergi signed David K. Sergi & Associates, PC's 2024 Form 5500 as plan administrator.

David Sergi — 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

David K. Sergi & Associates, PC's EIN is 20-3455613.

EIN 20-3455613

Plan number 002

Plan year 2024

ACK ID 20251015162046NAL0006744432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David K. Sergi & Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David K. Sergi & Associates, PC'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 DAVID K. SERGI & ASSOCIATES, PC.

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Plan health score

Above-average plan

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