Fitzpatrick & Fitzpatrick, Pc 401k Plan — Form 5500 plan (Fitzpatrick & Fitzpatrick, 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, Fitzpatrick & Fitzpatrick, Pc 401k Plan is a benefit plan reported by Fitzpatrick & Fitzpatrick, P.C. under EIN 22-3425646 and plan number 003. The latest loaded filing year is 2023. The filing reports 2 participants and $688,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fitzpatrick & Fitzpatrick, P.C.
- EIN
- 22-3425646
- Plan number
- 003
- Plan type
- 2
- Location
- Randolph, NJ
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $688,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20251010150300NAL0018911922001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $688,148
- Net assets (EOY)
- $688,148
- Net assets (BOY)
- $625,811
Income & contributions
- Employer contributions
- $27,000
- Participant contributions
- $6,218
- Total income / additions
- $62,337
Expenses & distributions
- Net increase / (decrease)
- $62,337
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.