Mullooly Asset Management Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Mullooly Asset Management 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, Mullooly Asset Management Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Mullooly Asset Management Inc under EIN 46-4786184 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $614,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mullooly Asset Management Inc
- EIN
- 46-4786184
- Plan number
- 001
- Plan type
- 2
- Location
- Wall Township, NJ
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $614,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240430092914NAL0023461954001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $614,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $614,132
- Net assets (BOY)
- $509,372
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $21,750
- Total income / additions
- $104,820
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $60
- Total expenses
- $60
- Net increase / (decrease)
- $104,760
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.