Original filing (PDF)20251008041108NAL0005404129001

GEORGE V. FAMIGLIO JR. P.A.

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

Form 5500-SF

FILING_RECEIVED

GEORGE V. FAMIGLIO JR. P.A. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 GEORGE V. FAMIGLIO JR. P.A..

Plan sponsor

Name

GEORGE V. FAMIGLIO JR. P.A.

EIN

65-0067303

Address

P.O. BOX 3319 · SARASOTA, FL · 34230

Phone

(941) 957-0775

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

1A · Pay-related DB formula

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

BANDY & ASSOCIATES ACCOUNTANCY CORPORATION

BANDY & ASSOCIATES ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN

$4.2M · 13 participants

MCCLANAHAN AND HOLMES, LLP

MCCLANAHAN AND HOLMES 401(K) PLAN

$4.2M · 27 participants

CAS & ASSOCIATES, INC.

CAS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$4.2M · 11 participants

JUNE CPA, P.A.

JUNE CPA 401(K) PLAN

$4.2M · 25 participants

ROSSI & COMPANY

ROSSI & COMPANY RETIREMENT PLAN

$4.2M · 5 participants