Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, Llp)
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, Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, Llp under EIN 68-0475755 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $5,624,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, Llp
- EIN
- 68-0475755
- Plan number
- 001
- Plan type
- 2
- Location
- Healdsburg, CA
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $5,624,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240619135545NAL0000071138001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,624,135
- Net assets (EOY)
- $5,624,135
- Net assets (BOY)
- $6,033,710
Income & contributions
- Employer contributions
- $80,679
- Participant contributions
- $53,819
- Total income / additions
- $568,755
Expenses & distributions
- Benefits paid
- $963,219
- Administrative expenses
- $15,111
- Total expenses
- $978,330
- Net increase / (decrease)
- -$409,575
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.