M P G Ii L L C 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Thomas Lanzetta)
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 P G Ii L L C 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Thomas Lanzetta under EIN 26-3963128 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $22,368,960 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas Lanzetta
- EIN
- 26-3963128
- Plan number
- 001
- Plan type
- 2
- Location
- Holmdel, NJ
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $22,368,960
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241011083019NAL0022412065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,368,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,368,960
- Net assets (BOY)
- $15,025,703
Income & contributions
- Employer contributions
- $1,381,503
- Participant contributions
- $3,098,026
- Total contributions
- $5,091,852
- Total income / additions
- $7,949,754
Expenses & distributions
- Benefits paid
- $5,921,555
- Administrative expenses
- $74,298
- Total expenses
- $5,995,853
- Net increase / (decrease)
- $1,953,901
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $35,984 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $21,394 | not reported in the loaded dataset | 2023 |