Andrea Shapiro Esq Pllc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Andrea Shapiro Esq Pllc)
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, Andrea Shapiro Esq Pllc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Andrea Shapiro Esq Pllc under EIN 59-3827001 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $2,205,631 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andrea Shapiro Esq Pllc
- EIN
- 59-3827001
- Plan number
- 001
- Plan type
- 2
- Location
- Long Beach, NY
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $2,205,631
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240806154154NAL0006010610001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,205,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,205,631
- Net assets (BOY)
- $1,817,100
Income & contributions
- Employer contributions
- $27,100
- Participant contributions
- $26,000
- Total income / additions
- $392,031
Expenses & distributions
- Benefits paid
- $3,380
- Administrative expenses
- $120
- Total expenses
- $3,500
- Net increase / (decrease)
- $388,531
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.