· 2022–2024 · DOL EFAST2

Claudia M. Sensi — Claudia M. Sensi C.P.A., Form 5500 (2022)

Original filing (PDF)20230428064504NAL0008134883001

Claudia M. Sensi

Form 5500-SF

FILING_RECEIVED

Claudia M. Sensi C.P.A. 401(k)Plan

Defined-contribution retirement plan · Claudia M. Sensi's Claudia M. Sensi C.P.A. 401(k)Plan held $252K in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAUDIA M. SENSI.

Plan sponsor

Name

CLAUDIA M. SENSI

EIN

54-1976736all filings

Address

5007 PELICAN BOULEVARD · CAPE CORAL, FL · 33914

Phone

(703) 967-1264

Industry

Professional & Technical Services

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

2023-04-28

Pension benefit codes

2E · Profit-sharing

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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