Original filing (PDF)20230620173713NAL0028009811001

MORIARTY & MALASPINA, CPAS

Name: MORIARTY & MALASPINA, CPAS — MORIARTY & MALASPINA, CPAS PROFIT SHARING PLAN, Form 5500 (2022)
Creator: MORIARTY & MALASPINA, CPAS

Form 5500-SF

FILING_RECEIVED

MORIARTY & MALASPINA, CPAS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORIARTY & MALASPINA, CPAS.

Plan sponsor

Name

MORIARTY & MALASPINA, CPAS

EIN

94-2592009

Address

3182 CAMPUS DRIVE #394 · SAN MATEO, CA · 94403

Phone

(650) 342-7194

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

ALEXANDER P. MALASPINA

EIN

68-0632045

City

SOUTH SAN FRANCISCO, CA

Phone

(650) 589-6821

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-20

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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