How big is C.J. Battista, P.C.'s plan?

C.J. Battista, P.C.'s plan reported $912K in assets and 5 participants for 2024.

Original filing (PDF)20250523153101NAL0003065379001

C.J. Battista, P.C.

Name: C.J. Battista, P.C. — Annapolis Accounting Services, Form 5500 (2024)
Creator: C.J. Battista, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Annapolis Accounting Services 401(k) Plan

401(k) retirement plan · C.J. Battista, P.C.'s Annapolis Accounting Services 401(k) Plan held $912K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$912K

Net assets (EOY)

$912K

People on this filing

Matt Bennett signed C.J. Battista, P.C.'s 2024 Form 5500 as plan administrator.

Matt Bennett — 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

C.J. Battista, P.C.'s EIN is 52-2248341.

EIN 52-2248341

Plan number 001

Plan year 2024

ACK ID 20250523153101NAL0003065379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C.J. Battista, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

C.J. Battista, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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