Montello Defined Benefit Plan — Form 5500 plan (Montello & Associates, P.A.)
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, Montello Defined Benefit Plan is a benefit plan reported by Montello & Associates, P.A. under EIN 54-2138945 and plan number 002. The latest loaded filing year is 2023. The filing reports 6 participants and $1,214,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montello & Associates, P.A.
- EIN
- 54-2138945
- Plan number
- 002
- Plan type
- 2
- Location
- Aventura, FL
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $1,214,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20241015103410NAL0016155843001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,214,985
- Net assets (EOY)
- $1,214,985
- Net assets (BOY)
- $1,192,724
Income & contributions
- Employer contributions
- $21,809
- Total income / additions
- $22,261
Expenses & distributions
- Net increase / (decrease)
- $22,261
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.