2023 Form 5500 filing — Meltzer, Lippe, Goldstein & Breitstone, Llp Profit Sharing Plan (401(K))
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 20241014083602NAL0051571874001) for Meltzer, Lippe, Goldstein & Breitstone, Llp Profit Sharing Plan (401(K)), reported by Meltzer, Lippe, Goldstein, Etal under EIN 11-3581269 and plan number 002. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241014083602NAL0051571874001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meltzer, Lippe, Goldstein, Etal
- EIN
- 11-3581269
- Plan number
- 002
- Location
- Mineola, NY
- Participants
- 207
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,730,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,730,803
- Employer contributions
- $862,016
- Participant contributions
- $1,684,339
- Total income / additions
- $7,189,484
- Benefits paid
- $1,570,348
- Administrative expenses
- $6,460
- Total expenses
- $1,577,580
- Net increase / (decrease)
- $5,611,904
- Schedule source
- Schedule H