How big is Poulos Lopiccolo PC's plan?

Poulos Lopiccolo PC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250919142057NAL0002816464001

Poulos Lopiccolo PC

Name: Poulos Lopiccolo PC — Poulos Lopiccolo PC 401(k), Form 5500 (2024)
Creator: Poulos Lopiccolo PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poulos Lopiccolo PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Poulos Lopiccolo PC's Poulos Lopiccolo PC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Joseph Lopiccolo signed Poulos Lopiccolo PC's 2024 Form 5500 as plan administrator.

Joseph Lopiccolo — 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

Poulos Lopiccolo PC's EIN is 45-2539621.

EIN 45-2539621

Plan number 001

Plan year 2024

ACK ID 20250919142057NAL0002816464001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Poulos Lopiccolo PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Poulos Lopiccolo PC'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 POULOS LOPICCOLO PC.

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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

Knocking points off