Original filing (PDF)20240729093716NAL0019195521001

JOHN P DIFALCO & ASSOCIATES

Name: JOHN P DIFALCO & ASSOCIATES — DIFALCO, JOHN P & ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JOHN P DIFALCO & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DIFALCO, JOHN P & ASSOCIATES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 JOHN P DIFALCO & ASSOCIATES.

Plan sponsor

Name

JOHN P DIFALCO & ASSOCIATES

EIN

20-8056770

Address

7714 PARK RIDGE CIR · FORT COLLINS, CO · 805288908

Phone

(970) 530-2121

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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