How big is David G. Pelliccione, CPA, PC's plan?

David G. Pelliccione, CPA, PC's plan reported $2.8M in assets and 6 participants for 2024.

Original filing (PDF)20251011132948NAL0008932609001

David G. Pelliccione, CPA, PC

Name: David G. Pelliccione, CPA, PC — David G. Pelliccione, Form 5500 (2024)
Creator: David G. Pelliccione, CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David G. Pelliccione 401(k)/New Comparability Plan

401(k) retirement plan · David G. Pelliccione, CPA, PC's David G. Pelliccione 401(k)/New Comparability Plan held $2.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

David Pelliccione signed David G. Pelliccione, CPA, PC's 2024 Form 5500 as plan administrator.

David Pelliccione — 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

David G. Pelliccione, CPA, PC's EIN is 58-2146919.

EIN 58-2146919

Plan number 001

Plan year 2024

ACK ID 20251011132948NAL0008932609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David G. Pelliccione, CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David G. Pelliccione, CPA, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID G. PELLICCIONE, CPA, PC.

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Plan health score

Above-average plan

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