Fiondella, Milone & Lasaracina 401(K) Plan — Form 5500 plan (Fiondella, Milone & Lasaracina Llp)

Plain-English plan 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, Fiondella, Milone & Lasaracina 401(K) Plan is a benefit plan reported by Fiondella, Milone & Lasaracina Llp under EIN 06-1648707 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $15,991,070 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fiondella, Milone & Lasaracina Llp
EIN
06-1648707
Plan number
001
Plan type
2
Location
Glastonbury, CT
Latest filing year
2023
Participants
125
End-of-year plan assets
$15,991,070

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125I20241008085300NAL0008200387001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$15,991,070
Total liabilities (EOY)
$0
Net assets (EOY)
$15,991,070
Net assets (BOY)
$12,213,731

Income & contributions

Employer contributions
$454,949
Participant contributions
$1,070,514
Total income / additions
$4,101,404

Expenses & distributions

Benefits paid
$321,113
Administrative expenses
$1,006
Total expenses
$324,065
Net increase / (decrease)
$3,777,339

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages