2023 Form 5500 filing — Stephen H. Passalacqua, Dds, P.C. 401(K) 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 20241004144355NAL0012334465002) for Stephen H. Passalacqua, Dds, P.C. 401(K) Plan, reported by Stephen H. Passalacqua, Dds, Pc under EIN 27-1528313 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241004144355NAL0012334465002
Filing year
2023
Form type
2
Plan sponsor
Stephen H. Passalacqua, Dds, Pc
EIN
27-1528313
Plan number
001
Location
New Hartford, NY
Participants
7
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,256,091
Net assets (EOY)
$1,256,091
Employer contributions
$10,771
Participant contributions
$60,412
Total income / additions
$194,994
Administrative expenses
$8,857
Total expenses
$8,857
Net increase / (decrease)
$186,137
Schedule source
Schedule I

Related Form 5500 pages