2023 Form 5500 filing — Milluzzo & Company, P.C. Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240311084510NAL0017845363001) for Milluzzo & Company, P.C. Profit Sharing Plan, reported by Milluzzo & Company, P.C. under EIN 06-1289220 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240311084510NAL0017845363001
Filing year
2023
Form type
2
Plan sponsor
Milluzzo & Company, P.C.
EIN
06-1289220
Plan number
001
Location
Newington, CT
Participants
4
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,094,243
Net assets (EOY)
$2,094,243
Employer contributions
$71,365
Total income / additions
$191,961
Net increase / (decrease)
$191,961
Schedule source
Schedule I

Related Form 5500 pages