Michael Moriello, P.C. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Michael Moriello, P.C.)
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, Michael Moriello, P.C. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Michael Moriello, P.C. under EIN 61-1471145 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $1,294,401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michael Moriello, P.C.
- EIN
- 61-1471145
- Plan number
- 001
- Plan type
- 2
- Location
- Kingston, NY
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $1,294,401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241009091535NAL0010467075001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,294,401
- Net assets (EOY)
- $1,294,401
- Net assets (BOY)
- $1,253,514
Income & contributions
- Employer contributions
- $1,868
- Participant contributions
- $2,040
- Total income / additions
- $101,103
Expenses & distributions
- Benefits paid
- $60,000
- Administrative expenses
- $216
- Total expenses
- $60,216
- Net increase / (decrease)
- $40,887
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.