Gary M. Dellaposta, Cpa Profit Sharing Plan — Form 5500 plan (Gary M. Dellaposta Cpa Pc)
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, Gary M. Dellaposta, Cpa Profit Sharing Plan is a benefit plan reported by Gary M. Dellaposta Cpa Pc under EIN 88-2703636 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $2,426,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gary M. Dellaposta Cpa Pc
- EIN
- 88-2703636
- Plan number
- 001
- Plan type
- 2
- Location
- Falmouth, MA
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $2,426,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240515100247NAL0021608051001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,426,175
- Net assets (EOY)
- $2,426,175
- Net assets (BOY)
- $2,052,835
Income & contributions
- Employer contributions
- $51,417
- Participant contributions
- $78,647
- Total income / additions
- $381,698
Expenses & distributions
- Benefits paid
- $8,354
- Administrative expenses
- $4
- Total expenses
- $8,358
- Net increase / (decrease)
- $373,340
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.