Meltzer, Lippe, Goldstein & Breitstone, Llp Profit Sharing Plan (401(K)) — Form 5500 plan (Meltzer, Lippe, Goldstein, Etal)
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, Meltzer, Lippe, Goldstein & Breitstone, Llp Profit Sharing Plan (401(K)) is a benefit plan reported by Meltzer, Lippe, Goldstein, Etal under EIN 11-3581269 and plan number 002. The latest loaded filing year is 2023. The filing reports 207 participants and $35,730,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meltzer, Lippe, Goldstein, Etal
- EIN
- 11-3581269
- Plan number
- 002
- Plan type
- 2
- Location
- Mineola, NY
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $35,730,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H | 20241014083602NAL0051571874001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,730,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,730,803
- Net assets (BOY)
- $30,118,899
Income & contributions
- Employer contributions
- $862,016
- Participant contributions
- $1,684,339
- Total contributions
- $2,546,355
- Total income / additions
- $7,189,484
Expenses & distributions
- Benefits paid
- $1,570,348
- Administrative expenses
- $6,460
- Total expenses
- $1,577,580
- Net increase / (decrease)
- $5,611,904
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.