Original filing (PDF)20230724182938NAL0009041777001

M.A. CIRILLO & ASSOCIATES

Name: M.A. CIRILLO & ASSOCIATES — M.A. CIRILLO & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: M.A. CIRILLO & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

M.A. CIRILLO & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 M.A. CIRILLO & ASSOCIATES.

Plan sponsor

Name

M.A. CIRILLO & ASSOCIATES

EIN

33-0013683

Address

2321 EAST 4TH STREET, #C439 · SANTA ANA, CA · 92705

Phone

(805) 607-1008

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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