How big is Michael Dattoli, PLC's plan?

Michael Dattoli, PLC's plan reported $5.8M in assets and 15 participants for 2024.

Original filing (PDF)20250608110104NAL0038396162001

Michael Dattoli, PLC

Name: Michael Dattoli, PLC — Michael Dattoli PLC 401(k), Form 5500 (2024)
Creator: Michael Dattoli, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Dattoli PLC 401(k) Profit Sharing Plan

401(k) retirement plan · Michael Dattoli, PLC's Michael Dattoli PLC 401(k) Profit Sharing Plan held $5.8M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

David O'BRIEN signed Michael Dattoli, PLC's 2024 Form 5500 as plan administrator.

David O'BRIEN — 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

Michael Dattoli, PLC's EIN is 26-3037525.

EIN 26-3037525

Plan number 001

Plan year 2024

ACK ID 20250608110104NAL0038396162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael Dattoli, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael Dattoli, PLC'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 MICHAEL DATTOLI, PLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

MICHAEL DATTOLI, PLC

EIN

all filings

Address

2803 FRUITVILLE ROAD · SARASOTA, FL · 34237

Phone

(941) 955-8088

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator