Original filing (PDF)20250722130340NAL0007026034001

VICTOR J. MAZZELLA

Name: VICTOR J. MAZZELLA — VICTOR J. MAZZELLA, CPA, PA MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: VICTOR J. MAZZELLA

Form 5500-SF

FILING_RECEIVED

VICTOR J. MAZZELLA, CPA, PA MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VICTOR J. MAZZELLA.

Plan sponsor

Name

VICTOR J. MAZZELLA

EIN

65-0008530

Address

1408 SE 17TH AVENUE , SUITE F · CAPE CORAL, FL · 33990

Phone

(239) 772-2229

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2C · Money purchase (other than target benefit)

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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