2023 Form 5500 filing — Michael Moriello, P.C. 401(K) Profit Sharing Plan And 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 20241009091535NAL0010467075001) for Michael Moriello, P.C. 401(K) Profit Sharing Plan And Trust, reported by Michael Moriello, P.C. under EIN 61-1471145 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241009091535NAL0010467075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michael Moriello, P.C.
- EIN
- 61-1471145
- Plan number
- 001
- Location
- Kingston, NY
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,294,401
- Net assets (EOY)
- $1,294,401
- Employer contributions
- $1,868
- Participant contributions
- $2,040
- Total income / additions
- $101,103
- Benefits paid
- $60,000
- Administrative expenses
- $216
- Total expenses
- $60,216
- Net increase / (decrease)
- $40,887
- Schedule source
- Schedule I