2023 Form 5500 filing — Mullooly Asset Management Inc 401(K) Profit Sharing Plan & Trust
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 20240430092914NAL0023461954001) for Mullooly Asset Management Inc 401(K) Profit Sharing Plan & Trust, reported by Mullooly Asset Management Inc under EIN 46-4786184 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240430092914NAL0023461954001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mullooly Asset Management Inc
- EIN
- 46-4786184
- Plan number
- 001
- Location
- Wall Township, NJ
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $614,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $614,132
- Employer contributions
- $0
- Participant contributions
- $21,750
- Total income / additions
- $104,820
- Benefits paid
- $0
- Administrative expenses
- $60
- Total expenses
- $60
- Net increase / (decrease)
- $104,760
- Schedule source
- Schedule I