2023 Form 5500 filing — Gary M. Dellaposta, Cpa Profit Sharing 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 20240515100247NAL0021608051001) for Gary M. Dellaposta, Cpa Profit Sharing Plan, reported by Gary M. Dellaposta Cpa Pc under EIN 88-2703636 and plan number 001. It reports 8 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$2,426,175
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240515100247NAL0021608051001
Plan sponsor
Gary M. Dellaposta Cpa Pc
EIN
88-2703636
Plan number
001
Location
Falmouth, MA
Received date
not reported in the loaded dataset
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$381.7K
Total expenses$8.4K
Benefits paid / distributions$8.4K
Contributions
Employer$51.4K
Participant$78.6K
Full reported line items
Total assets (EOY)
$2,426,175
Net assets (EOY)
$2,426,175
Employer contributions
$51,417
Participant contributions
$78,647
Total income / additions
$381,698
Benefits paid
$8,354
Administrative expenses
$4
Total expenses
$8,358
Net increase / (decrease)
$373,340

Related Form 5500 pages