2023 Form 5500 filing — Albert Fa Carilli LLC Safe Harbir 401k Profit Sharing 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 20241017164651NAL0031958401001) for Albert Fa Carilli LLC Safe Harbir 401k Profit Sharing Plan, reported by Robert P Garbutt Cpa under EIN 27-2364971 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241017164651NAL0031958401001
Filing year
2023
Form type
2
Plan sponsor
Robert P Garbutt Cpa
EIN
27-2364971
Plan number
001
Location
Saddle Brook, NJ
Participants
4
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,510,630
Net assets (EOY)
$3,510,630
Employer contributions
$5,000
Participant contributions
$20,000
Total income / additions
$668,028
Total expenses
$0
Net increase / (decrease)
$668,028
Schedule source
Schedule I

Related Form 5500 pages