How big is Ursula Serluca, CPA, LLC's plan?

Ursula Serluca, CPA, LLC's plan reported $768K in assets and 3 participants for 2024.

Original filing (PDF)20251002150243NAL0000413059001

Ursula Serluca, CPA, LLC

Name: Ursula Serluca, CPA, LLC — Ursula Serluca, CPA, LLC, Form 5500 (2024)
Creator: Ursula Serluca, CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ursula Serluca, CPA, LLC Pension Plan

Defined-benefit pension plan · Ursula Serluca, CPA, LLC's Ursula Serluca, CPA, LLC Pension Plan held $768K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$768K

Net assets (EOY)

$768K

Plan identifiers

Ursula Serluca, CPA, LLC's EIN is 26-3252147.

EIN 26-3252147

Plan number 002

Plan year 2024

ACK ID 20251002150243NAL0000413059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ursula Serluca, CPA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ursula Serluca, CPA, LLC'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 URSULA SERLUCA, CPA, LLC.

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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