Original filing (PDF)20231013105041NAL0022506947001

Jerome A. Bellotti & Associates

Name: Jerome A. Bellotti & Associates — Jerome A. Bellotti, Form 5500 (2022)
Creator: Jerome A. Bellotti & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerome A. Bellotti & Associates Profit Sharing Plan

Defined-contribution retirement plan · Jerome A. Bellotti & Associates' Jerome A. Bellotti & Associates Profit Sharing Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 77-0496449

Plan number 003

Plan year 2022

ACK ID 20231013105041NAL0022506947001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Jerome A. Bellotti & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Jerome A. Bellotti & Associates' plan includes profit-sharing, ERISA 404(c) participant direction.

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