2023 Form 5500 filing — Edmond L. Diclemente Cpa, LLC 401 (K) P/S Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240208151506NAL0003903985002) for Edmond L. Diclemente Cpa, LLC 401 (K) P/S Plan, reported by Edmond L. Diclemente Cpa, LLC under EIN 06-1549517 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,386,328
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240208151506NAL0003903985002
Plan sponsor
Edmond L. Diclemente Cpa, LLC
EIN
06-1549517
Plan number
001
Location
Delray Beach, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities
Money in vs. money out
Total income / additions$267.7K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$72K
Participant$60K
Full reported line items
Total assets (EOY)
$2,386,328
Net assets (EOY)
$2,386,328
Employer contributions
$72,000
Participant contributions
$60,000
Total income / additions
$267,726
Net increase / (decrease)
$267,726

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240208151506NAL0003903985002 cover?
It is the 2023 Form 5500 filing for Edmond L. Diclemente Cpa, LLC 401 (K) P/S Plan, reported by Edmond L. Diclemente Cpa, LLC (EIN 06-1549517).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages