Original filing (PDF)20241004220316NAL0012041873082

CARPENTER AND CZELUSTA, PLLC

Name: CARPENTER AND CZELUSTA, PLLC — CARPENTER AND CZELUSTA 401(K) PLAN, Form 5500 (2023)
Creator: CARPENTER AND CZELUSTA, PLLC

Form 5500-SF

FILING_RECEIVED

CARPENTER AND CZELUSTA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

Plan health score

Above-average plan

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CARPENTER AND CZELUSTA, PLLC

EIN

85-3647374all filings

Address

3411 US-19 ALT · STE A · PALM HARBOR, FL · 34683

Phone

(727) 281-4357

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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