Fiondella, Milone & Lasaracina Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fiondella, Milone & Lasaracina Llp (EIN 06-1648707) is a plan sponsor located in Glastonbury, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1648707
Location
Glastonbury, CT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,991,070
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,991,070

Contributions & income

Employer contributions
$454,949
Participant contributions
$1,070,514
Total income / additions
$4,101,404

Expenses & distributions

Benefits paid / distributions
$321,113
Total expenses
$324,065
Net increase / (decrease)
$3,777,339

Coverage

Total reported participants
216
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Fiondella, Milone & Lasaracina Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Fiondella, Milone & Lasaracina 401(K) Plan001125$15,991,0702023
Fiondella, Milone & Lasaracina Benefit Plan50191not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fiondella, Milone & Lasaracina Llp
YearPlanParticipantsSchedulesFiling
2023Fiondella, Milone & Lasaracina 401(K) Plan125I20241008085300NAL0008200387001
2023Fiondella, Milone & Lasaracina Benefit Plan9120241008104858NAL0017419249001

Related Form 5500 pages