2023 Form 5500 filing — Profit Sharing Retirement Plan Of Meltzer, Lippe, Goldstein & Breitstone, Llp
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 20241007125005NAL0015182385001) for Profit Sharing Retirement Plan Of Meltzer, Lippe, Goldstein & Breitstone, Llp, reported by Meltzer, Lippe, Goldstein & Breitstone, Llp under EIN 11-3581269 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.2MReported net assets$6,164,933
Participants108
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241007125005NAL0015182385001
- Plan sponsor
- Meltzer, Lippe, Goldstein & Breitstone, Llp
- EIN
- 11-3581269
- Plan number
- 001
- Location
- Mineola, NY
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,164,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,164,933
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $1,249,939
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $261
- Net increase / (decrease)
- $1,249,678