Original filing (PDF)20241001114639NAL0003946083001

BARBARA M. PIZZOLATO, PA

Name: BARBARA M. PIZZOLATO, PA — BARBARA M. PIZZOLATO, PA RETIREMENT PLAN, Form 5500 (2023)
Creator: BARBARA M. PIZZOLATO, PA

Form 5500-SF

FILING_RECEIVED

BARBARA M. PIZZOLATO, PA RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 BARBARA M. PIZZOLATO, PA.

Plan sponsor

Name

BARBARA M. PIZZOLATO, PA

EIN

75-3083845

Address

8660 COLLEGE PKWY -SUITE 400 · FORT MEYERS, FL · 33919

Phone

(239) 225-7911

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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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