Original filing (PDF)20250715160109NAL0005052066001

RITA BONICELLI ESQ PLLC

Name: RITA BONICELLI ESQ PLLC — RITA BONICELLI ESQ PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: RITA BONICELLI ESQ PLLC

Form 5500-SF

FILING_RECEIVED

RITA BONICELLI ESQ PLLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RITA BONICELLI ESQ PLLC.

Plan sponsor

Name

RITA BONICELLI ESQ PLLC

EIN

81-5008938all filings

Address

67 MAIN ST STE 2A · EAST HAMPTON, NY · 119372734

Phone

(631) 527-7132

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

GM LAW FIRM LLC

GM LAW FIRM, LLC 401(K) PROFIT SHARING PLAN & TRUST

$178K · 16 participants

STRATTON FAMILY LAW P C

STRATTON FAMILY LAW P C 401(K) PROFIT SHARING PLAN & TRUST

$178K · 13 participants

INNOVATIVE LEGAL SERVICES, P.C.

INNOVATIVE LEGAL SERVICES 401(K) PLAN

$178K · 8 participants

CUOMO LAW FIRM LLC

CUOMO LAW FIRM LLC 401(K) PROFIT SHARING PLAN & TRUST

$178K · 20 participants

LIGHTHOUSE LEGAL, LLC

LIGHTHOUSE LEGAL 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.