Name: Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen — Form 5500 Plan 001 (2024)
Creator: Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen
License: https://www.usa.gov/government-works

Question 1

Who is the plan administrator for Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen?

Accepted Answer

John Ansay signed Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen's 2024 Form 5500 as plan administrator.

Question 2

What is Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen's EIN?

Accepted Answer

Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen's EIN is 83-3062895.

Question 3

Where can I get Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen's Form 5500?

Accepted Answer

Download the official 2024 Form 5500 (PDF) for Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen from the U.S. Department of Labor's EFAST2 system. You can also view the full filing data on this page.

Question 4

How big is Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen's plan?

Accepted Answer

Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen's plan reported $6.7M in assets and 42 participants for 2024.

Question 5

What features does Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen's plan have?

Accepted Answer

Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen

Service providers (Schedule C)

Related plans