· 2022–2024 · DOL EFAST2

THOMAS V. SATRIANO, P.C., INC. — THOMAS V. SATRIANO, P.C., INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)

Original filing (PDF)20250311175441NAL0028546288001

THOMAS V. SATRIANO, P.C., INC.

Form 5500-SF

FILING_RECEIVED

THOMAS V. SATRIANO, P.C., INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$533K

Net assets (EOY)

$533K

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

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS V. SATRIANO, P.C., INC..

Plan sponsor

Name

THOMAS V. SATRIANO, P.C., INC.

EIN

95-3628219all filings

Address

2475 TOWNSGATE ROAD, SUITE 230 · WESTLAKE VILLAGE, CA · 91361

Phone

(805) 719-4406

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-11

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

Related plans

Similar-size CPA Offices plans

MYERS VALUATION ASSOCIATES

MYERS VALUATION ASSOCIATES 401(K) P/S PLAN

$532K · 2 participants

RAFAEL DEL VALLE

UHY DEL VALLE & NIEVES, PSC CPA & BA RETIREMENT PLAN

$533K · 22 participants

BOHNSACK & FROMMELT, LLP

BOHNSACK & FROMMELT, LLP CASH BALANCE PLAN

$532K · 8 participants

DEO, LAMANNA, DEO & CO., PC

DEO, LAMANNA, DEO & CO., PC PROFIT SHARING PLAN

$534K · 1 participants

STANFORD M. KAUFMAN

FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.