Lou Grasso Associates P/S Plan — Form 5500 plan (Lou Grasso Associates)
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, Lou Grasso Associates P/S Plan is a benefit plan reported by Lou Grasso Associates under EIN 13-3004624 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $2,652,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lou Grasso Associates
- EIN
- 13-3004624
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington, NY
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $2,652,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20250508132733NAL0012274017001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,652,359
- Net assets (EOY)
- $2,652,359
- Net assets (BOY)
- $2,024,785
Income & contributions
- Total income / additions
- $748,806
Expenses & distributions
- Benefits paid
- $121,129
- Administrative expenses
- $103
- Total expenses
- $121,232
- Net increase / (decrease)
- $627,574
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.