Original filing (PDF)20251001142647NAL0031839218001

ALAN K. BERNALDO, CPA

Name: ALAN K. BERNALDO, CPA — ALAN K. BERNALDO, CPA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ALAN K. BERNALDO, CPA

Form 5500-SF

FILING_RECEIVED

ALAN K. BERNALDO, CPA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 ALAN K. BERNALDO, CPA.

Plan sponsor

Name

ALAN K. BERNALDO, CPA

EIN

99-0198624

Address

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

Phone

(808) 242-5951

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Service providers (Schedule C)

Small plans don't disclose service providers

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