Original filing (PDF)20250317143046NAL0001708417001

FITZPATRICK, BONGIOVANNI & KELLY, P.C.

Name: FITZPATRICK, BONGIOVANNI & KELLY, P.C. — FITZPATRICK, BONGIOVANNI & KELLY, P.C. 401(K) PLAN, Form 5500 (2024)
Creator: FITZPATRICK, BONGIOVANNI & KELLY, P.C.

Form 5500-SF

FILING_RECEIVED

FITZPATRICK, BONGIOVANNI & KELLY, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FITZPATRICK, BONGIOVANNI & KELLY, P.C..

Plan sponsor

Name

FITZPATRICK, BONGIOVANNI & KELLY, P.C.

EIN

22-3507266

Address

293 SOUTH SHORE ROAD · PLAZA 9 · MARMORA, NJ · 082231210

Phone

(609) 390-8855

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

MADDOX & ASSOCIATES

MADDOX & ASSOCIATES, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

$7.9M · 20 participants

VWC, P.S.

VWC , P. S. 401(K) SAVINGS PLAN

$7.9M · 32 participants

ALLOY, SILVERSTEIN, SHAPIRO, ADAMS, MULFORD, CICALESE, WILSON & CO.

ALLOY SILVERSTEIN EMPLOYEES' NEW 401(K) PLAN

$7.9M · 47 participants

WENZEL & ASSOCIATES LTD.

WENZEL & ASSOCIATES LTD. 401K PLAN

$7.9M · 8 participants

ECHELBARGER, HIMEBAUGH, TAMM & CO., P.C.

EHTC 401(K) PLAN