How big is ALAN K. Bernaldo, CPA's plan?

ALAN K. Bernaldo, CPA's plan reported $474K in assets and 7 participants for 2024.

Original filing (PDF)20251010202949NAL0013209968001

ALAN K. Bernaldo, CPA

Name: ALAN K. Bernaldo, CPA — ALAN K. Bernaldo, CPA 401(k), Form 5500 (2024)
Creator: ALAN K. Bernaldo, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALAN K. Bernaldo, CPA 401(k) Plan

401(k) retirement plan · ALAN K. Bernaldo, CPA's ALAN K. Bernaldo, CPA 401(k) Plan held $474K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$474K

Net assets (EOY)

$474K

People on this filing

ALAN K Bernaldo signed ALAN K. Bernaldo, CPA's 2024 Form 5500 as plan administrator.

ALAN K Bernaldo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ALAN K. Bernaldo, CPA's EIN is 99-0198624.

EIN 99-0198624

Plan number 002

Plan year 2024

ACK ID 20251010202949NAL0013209968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ALAN K. Bernaldo, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ALAN K. Bernaldo, CPA's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALAN K. BERNALDO, CPA.

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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

Knocking points off