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JEROME A. BELLOTTI & ASSOCIATES — JEROME A. BELLOTTI & ASSOCIATES DEFINED BENEFIT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015161022NAL0006718352001
JEROME A. BELLOTTI & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
JEROME A. BELLOTTI & ASSOCIATES DEFINED BENEFIT PLAN & TRUST
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEROME A. BELLOTTI & ASSOCIATES
.
Find decision makers
Plan sponsor
Name
JEROME A. BELLOTTI & ASSOCIATES
EIN
77-0496449
Address
985 UNIVERSITY AVENUE, SUITE 8 · LOS GATOS, CA · 95032
Phone
(408) 871-0444
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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