How big is Jerome A. Bellotti & Associates' plan?

Jerome A. Bellotti & Associates' plan reported $2.5M in assets and 1 participants for 2024.

Original filing (PDF)20251015161022NAL0006718352001

Jerome A. Bellotti & Associates

Name: Jerome A. Bellotti & Associates — Jerome A. Bellotti, Form 5500 (2024)
Creator: Jerome A. Bellotti & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerome A. Bellotti & Associates Defined Benefit Plan & Trust

Defined-benefit pension plan · Jerome A. Bellotti & Associates' Jerome A. Bellotti & Associates Defined Benefit Plan & Trust held $2.5M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Jerome Bellotti signed Jerome A. Bellotti & Associates' 2024 Form 5500 as plan administrator.

Jerome Bellotti — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jerome A. Bellotti & Associates' EIN is 77-0496449.

EIN 77-0496449

Plan number 002

Plan year 2024

ACK ID 20251015161022NAL0006718352001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jerome A. Bellotti & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jerome A. Bellotti & Associates' plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEROME A. BELLOTTI & ASSOCIATES.

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Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score