Anthony C. Vitale, P.A. Profit Sharing Plan — Form 5500 plan (Anthony C. Vitale, 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, Anthony C. Vitale, P.A. Profit Sharing Plan is a benefit plan reported by Anthony C. Vitale, P.A. under EIN 59-2173713 and plan number 002. The latest loaded filing year is 2023. The filing reports 10 participants and $1,680,549 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anthony C. Vitale, P.A.
EIN
59-2173713
Plan number
002
Plan type
2
Location
Miami Lakes, FL
Latest filing year
2023
Participants
10
End-of-year plan assets
$1,680,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310I20250425132337NAL0005503507001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,680,549
Total liabilities (EOY)
$3,027
Net assets (EOY)
$1,677,522
Net assets (BOY)
$1,422,147

Income & contributions

Employer contributions
$3,084
Participant contributions
$99,393
Total income / additions
$291,599

Expenses & distributions

Benefits paid
$27,109
Administrative expenses
$9,115
Total expenses
$36,224
Net increase / (decrease)
$255,375

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages