How big is LISA C. Capaldini, MD's plan?

LISA C. Capaldini, MD's plan reported $480K in assets and 2 participants for 2024.

Original filing (PDF)20250730083049NAL0003748017001

LISA C. Capaldini, MD

Name: LISA C. Capaldini, MD — LISA C. Capaldini, MD, DBA, Form 5500 (2024)
Creator: LISA C. Capaldini, MD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA C. Capaldini, MD, DBA Castro Medical Group 401(k) Plan

401(k) retirement plan · LISA C. Capaldini, MD's LISA C. Capaldini, MD, DBA Castro Medical Group 401(k) Plan held $480K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

Plan identifiers

LISA C. Capaldini, MD's EIN is 94-3060351.

EIN 94-3060351

Plan number 002

Plan year 2024

ACK ID 20250730083049NAL0003748017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA C. Capaldini, MD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA C. Capaldini, MD's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA C. CAPALDINI, MD.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score