Original filing (PDF)20240830120550NAL0008361523001

Cipolla Financial Advisors, LLC

Name: Cipolla Financial Advisors, LLC — Cipolla Financial, Form 5500 (2023)
Creator: Cipolla Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cipolla Financial Advisors, LLC Defined Benefit Plan

Defined-benefit pension plan · Cipolla Financial Advisors, LLC's Cipolla Financial Advisors, LLC Defined Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Cipolla Financial Advisors, LLC's EIN is 82-3864072.

EIN 82-3864072

Plan number 001

Plan year 2023

ACK ID 20240830120550NAL0008361523001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cipolla Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cipolla Financial Advisors, LLC's 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 CIPOLLA FINANCIAL ADVISORS, LLC.

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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