M. A. Polce Consulting, Inc. Retirement Plan — Form 5500 plan (M. A. Polce Consulting, Inc.)
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, M. A. Polce Consulting, Inc. Retirement Plan is a benefit plan reported by M. A. Polce Consulting, Inc. under EIN 16-1597994 and plan number 001. The latest loaded filing year is 2023. The filing reports 49 participants and $4,743,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- M. A. Polce Consulting, Inc.
- EIN
- 16-1597994
- Plan number
- 001
- Plan type
- 2
- Location
- Rome, NY
- Latest filing year
- 2023
- Participants
- 49
- End-of-year plan assets
- $4,743,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49 | I | 20240925095153NAL0028729538001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,743,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,743,801
- Net assets (BOY)
- $4,030,314
Income & contributions
- Employer contributions
- $134,542
- Participant contributions
- $273,641
- Total income / additions
- $1,102,381
Expenses & distributions
- Benefits paid
- $369,991
- Administrative expenses
- $18,903
- Total expenses
- $388,894
- Net increase / (decrease)
- $713,487
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.