How big is Bongiovanni, Collins & Warden P.C.'s plan?

Bongiovanni, Collins & Warden P.C.'s plan reported $379K in assets and 6 participants for 2024.

Original filing (PDF)20250925142403NAL0009283904001

Bongiovanni, Collins & Warden P.C.

Name: Bongiovanni, Collins & Warden P.C. — Bongiovanni, Form 5500 (2024)
Creator: Bongiovanni, Collins & Warden P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bongiovanni, Collins & Warden P.C. Cash Balance Plan

Defined-benefit pension plan · Bongiovanni, Collins & Warden P.C.'s Bongiovanni, Collins & Warden P.C. Cash Balance Plan held $379K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$379K

Net assets (EOY)

$379K

People on this filing

Jeffrey Warden signed Bongiovanni, Collins & Warden P.C.'s 2024 Form 5500 as plan administrator.

Jeffrey Warden — 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

Bongiovanni, Collins & Warden P.C.'s EIN is 22-2350174.

EIN 22-2350174

Plan number 005

Plan year 2024

ACK ID 20250925142403NAL0009283904001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bongiovanni, Collins & Warden P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bongiovanni, Collins & Warden P.C.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BONGIOVANNI, COLLINS & WARDEN P.C..

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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 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