Original filing (PDF)20250604154415NAL0031636034001

STUART ANGELO & COMPANY P.A.

Name: STUART ANGELO & COMPANY P.A. — STUART ANGELO & COMPANY, P.A., CPA'S 401(K) PLAN, Form 5500 (2024)
Creator: STUART ANGELO & COMPANY P.A.

Form 5500-SF

FILING_RECEIVED

STUART ANGELO & COMPANY, P.A., CPA'S 401(K) PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$937K

Net assets (EOY)

$937K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STUART ANGELO & COMPANY P.A..

Plan sponsor

Name

STUART ANGELO & COMPANY P.A.

EIN

59-2817866all filings

Address

201 EAST KENNEDY BLVD., SUITE 1620 · TAMPA, FL · 33602

Phone

(813) 229-8889

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

STUART ANGELO & COMPANY P.A.

EIN

59-2817866

City

TAMPA, FL

Phone

(813) 229-8889

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2K · 401(m) arrangement

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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