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

ALAN K. Bernaldo, CPA's plan reported $2.7M in assets and 7 participants for 2024.

Original filing (PDF)20251001142647NAL0031839218001

ALAN K. Bernaldo, CPA

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

Form 5500-SF

FILING_RECEIVED

ALAN K. Bernaldo, CPA Profit Sharing Plan

Defined-contribution retirement plan · ALAN K. Bernaldo, CPA's ALAN K. Bernaldo, CPA Profit Sharing Plan held $2.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 004

Plan year 2024

ACK ID 20251001142647NAL0031839218001

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, life insurance.

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ALAN K. BERNALDO, CPA

EIN

all filings

Address

1871 WILI PA LOOP, STE. B · WAILUKU, HI · 96793

Phone

(808) 242-5951

Industry

CPA Offices· Professional & Technical Services

Plan administrator