Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti — Form 5500 plan (Louis Bellotti)
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, Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti is a benefit plan reported by Louis Bellotti under EIN 22-2270984 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $3,973,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Louis Bellotti
- EIN
- 22-2270984
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Lee, NJ
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $3,973,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240724122257NAL0012935681001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,973,455
- Net assets (EOY)
- $3,973,455
- Net assets (BOY)
- $3,172,704
Income & contributions
- Employer contributions
- $45,365
- Total income / additions
- $800,751
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $800,751
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.