Plan5500

Michael Lomenzo Cpa Pc — 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, Michael Lomenzo Cpa Pc (EIN 22-3346374) is a plan sponsor located in Highlands, NJ 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
22-3346374
Location
Highlands, NJ
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Michael Lomenzo Cpa Pc

  • 2 loaded plans hold $436.6K in reported assets.
  • The largest, Michael Lomenzo Cpa Pc Profit Sharing Plan -Fidelity, holds 55% of this company's reported plan assets.
  • Plans cover 4 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$436.6KSummed across loaded plans$436,618
Total reported assets$436.6K$436,618
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$436.6K total assets
Net assets$436.6KLiabilities—
Contributions & income
Employer contributions$6K
Participant contributionsNot reported
Total income / additions$32.3K
Expenses & distributions
Benefits paid / distributions$15.5K
Total expenses$15.5K
Net increase / (decrease)$16.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets55%Michael Lomenzo Cpa Pc Profit Sharing Plan -Fidelity
Participants per plan2Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Michael Lomenzo Cpa Pc Profit Sharing Plan -Fidelity$240.6K
    Plan #002 · 2 participants · 2023
  2. 2
    Michael Lomenzo Cpa Pc Money Purchase Plan Fidelity Plan$196K
    Plan #001 · 2 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Michael Lomenzo Cpa Pc. Open one for its full reported snapshot.

  1. 2023
    Michael Lomenzo Cpa Pc Money Purchase Plan Fidelity Plan2 participants · 2Sch I
    View filing →
  2. 2023
    Michael Lomenzo Cpa Pc Profit Sharing Plan -Fidelity2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Michael Lomenzo Cpa Pc report on Form 5500?
Michael Lomenzo Cpa Pc (EIN 22-3346374) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Michael Lomenzo Cpa Pc?
The Employer Identification Number (EIN) reported for Michael Lomenzo Cpa Pc is 22-3346374.
What is the latest Form 5500 filing year for Michael Lomenzo Cpa Pc?
The latest loaded Form 5500 filing year for Michael Lomenzo Cpa Pc is 2023.

Related Form 5500 pages