Louis Tumolo, Jr., D.V.M., P.C. 401(K) Plan — Form 5500 plan (Louis Tumolo, Jr., D.V.M., P.C.)

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, Louis Tumolo, Jr., D.V.M., P.C. 401(K) Plan is a benefit plan reported by Louis Tumolo, Jr., D.V.M., P.C. under EIN 14-1593487 and plan number 001. The latest loaded filing year is 2023. The filing reports 43 participants and $1,304,069 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Louis Tumolo, Jr., D.V.M., P.C.
EIN
14-1593487
Plan number
001
Plan type
2
Location
Rhinebeck, NY
Latest filing year
2023
Participants
43
End-of-year plan assets
$1,304,069

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202343I20240729151507NAL0032331536001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,304,069
Total liabilities (EOY)
$642
Net assets (EOY)
$1,303,427
Net assets (BOY)
$927,479

Income & contributions

Employer contributions
$73,411
Participant contributions
$147,228
Total income / additions
$406,500

Expenses & distributions

Benefits paid
$30,502
Total expenses
$30,552
Net increase / (decrease)
$375,948

Service provider compensation (Schedule C)

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

Related Form 5500 pages