Original filing (PDF)20250902124532NAL0008764611001

ARMANDO MARSELLA CPA MONEY PURCHSE PLAN AND TRUST

Name: ARMANDO MARSELLA CPA MONEY PURCHSE PLAN AND TRUST — ARMANDO MARSELLA CPA MONEY PURCHASE PLAN AND TRUST, Form 5500 (2024)
Creator: ARMANDO MARSELLA CPA MONEY PURCHSE PLAN AND TRUST

Form 5500-SF

FILING_RECEIVED

ARMANDO MARSELLA CPA MONEY PURCHASE PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 ARMANDO MARSELLA CPA MONEY PURCHSE PLAN AND TRUST.

Plan sponsor

Name

ARMANDO MARSELLA CPA MONEY PURCHSE PLAN AND TRUST

DBA

AL MARSELLA CPA PROF CORP

EIN

95-4053421

Address

1680 VINE ST STE 504 · LOS ANGELES, CA · 900288833

Phone

—

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2C · Money purchase (other than target benefit)

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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