How many benefit plans does Grassi & Co., Cpa'S, P.C. report on Form 5500?

Grassi & Co., Cpa'S, P.C. (EIN 11-3266576) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Grassi & Co., Cpa'S, P.C.?

The Employer Identification Number (EIN) reported for Grassi & Co., Cpa'S, P.C. is 11-3266576.

What is the latest Form 5500 filing year for Grassi & Co., Cpa'S, P.C.?

The latest loaded Form 5500 filing year for Grassi & Co., Cpa'S, P.C. is 2023.

Grassi & Co., Cpa'S, P.C. — 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, Grassi & Co., Cpa'S, P.C. (EIN 11-3266576) is a plan sponsor located in Jericho, NY with 1 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: 11-3266576
Location: Jericho, NY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $50,584,276
Total reported liabilities (EOY): $15,894
Total reported net assets (EOY): $50,568,382

Contributions & income

Employer contributions: $1,000,000
Participant contributions: $4,168,262
Total income / additions: $13,040,418

Expenses & distributions

Benefits paid / distributions: $5,441,479
Total expenses: $5,541,094
Net increase / (decrease): $7,499,324

Coverage

Total reported participants: 954
Plans with financial statements: 2
Plans with provider compensation: 2

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

Grassi & Co., Cpa'S, P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Grassi & Co. 401(K) Plan	001	513	$43,426,324	2023
Grassi & Co. Cpas, Pc Cash Balance Plan	002	441	$7,157,952	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Grassi & Co., Cpa'S, P.C.
Year	Plan	Participants	Schedules	Filing
2023	Grassi & Co. 401(K) Plan	513	H, C	20240920124758NAL0007486497001
2023	Grassi & Co. Cpas, Pc Cash Balance Plan	441	H, C	20240923085457NAL0011161137001