Mark A. Barone Money Purchase Plan — Form 5500 plan (Mark A Barone)
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, Mark A. Barone Money Purchase Plan is a benefit plan reported by Mark A Barone under EIN 13-3296099 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $442,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mark A Barone
- EIN
- 13-3296099
- Plan number
- 002
- Plan type
- 2
- Location
- Scarsdale, NY
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $442,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241006132043NAL0006988915001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $442,254
- Net assets (EOY)
- $442,254
- Net assets (BOY)
- $393,207
Income & contributions
- Employer contributions
- $6,481
- Total income / additions
- $49,047
Expenses & distributions
- Net increase / (decrease)
- $49,047
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.