Original filing (PDF)20251008050148NAL0002799075001

GEORGE V. FAMIGLIO JR., P.A.

Name: GEORGE V. FAMIGLIO JR., P.A. — GEORGE V. FAMIGLIO JR. P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GEORGE V. FAMIGLIO JR., P.A.

Form 5500-SF

FILING_RECEIVED

GEORGE V. FAMIGLIO JR. P.A. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGE V. FAMIGLIO JR., P.A..

Plan sponsor

Name

GEORGE V. FAMIGLIO JR., P.A.

EIN

65-0067303

Address

1634 MAIN STREET · SARASOTA, FL · 34236

Phone

(941) 957-0775

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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Related plans

Similar-size CPA Offices plans

DAVID M. PINKHAM, CPA, LLC

DAVID M. PINKHAM, CPA, LLC 401(K) PLAN

$1.9M · 6 participants

ROBERT A. GOODMAN & CO., LLP

ROBERT A. GOODMAN & CO., LLP 401(K) PLAN

$1.9M · 2 participants

DNW AND ASSOCIATES, INC.

DNW AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN

$1.9M · 3 participants

JOSEPH J CLINE CPA

JOSEPH J CLINE CPA CASH BALANCE PLAN

$1.9M · 4 participants

SMITH & KLACZKIEWICZ PC

SMITH & KLACZKIEWICZ PC 401K PLAN

$1.9M · 7 participants