Drs. Palumbo & Palumbo, LLC Profit Sharing Plan — Form 5500 plan (Drs. Palumbo & Palumbo, LLC)
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, Drs. Palumbo & Palumbo, LLC Profit Sharing Plan is a benefit plan reported by Drs. Palumbo & Palumbo, LLC under EIN 52-2349619 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,903,185 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Drs. Palumbo & Palumbo, LLC
- EIN
- 52-2349619
- Plan number
- 001
- Plan type
- 2
- Location
- Hudson, NH
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,903,185
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240731080010NAL0014121907001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,903,185
- Net assets (EOY)
- $1,903,185
- Net assets (BOY)
- $1,679,544
Income & contributions
- Total income / additions
- $233,711
Expenses & distributions
- Administrative expenses
- $10,070
- Total expenses
- $10,070
- Net increase / (decrease)
- $223,641
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.