How big is Petty P.A.'s plan?

Petty P.A.'s plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20251013152616NAL0002300128001

Petty P.A.

Name: Petty P.A. — Petty P.A. Cash Balance Plan, Form 5500 (2024)
Creator: Petty P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petty P.A. Cash Balance Plan

Defined-benefit pension plan · Petty P.A.'s Petty P.A. Cash Balance Plan held $1.8M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Dakota Golaszewski signed Petty P.A.'s 2024 Form 5500 as plan administrator.

Dakota Golaszewski — 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

Petty P.A.'s EIN is 47-4512012.

EIN 47-4512012

Plan number 002

Plan year 2024

ACK ID 20251013152616NAL0002300128001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Petty P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Petty P.A.'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 PETTY P.A..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

PETTY P.A.

EIN

all filings

Address

111 SECOND AVENUE N.E. · SUITE 630 · ST. PETERSBURG, FL · 33701

Phone

(727) 350-7770

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

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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