2023 Form 5500 filing — Gennari Aronson, Llp 401(K) 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 20240516104844NAL0041709137001) for Gennari Aronson, Llp 401(K) Profit Sharing Plan, reported by Gennari Aronson, Llp under EIN 27-1228816 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,670,476
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240516104844NAL0041709137001
Plan sponsor
Gennari Aronson, Llp
EIN
27-1228816
Plan number
001
Location
Needham, MA
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)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses-$6.5K
Benefits paid / distributions$0
Contributions
Employer$67.9K
Participant$185.1K
Full reported line items
Total assets (EOY)
$6,670,476
Total liabilities (EOY)
$0
Net assets (EOY)
$6,670,476
Employer contributions
$67,930
Participant contributions
$185,066
Total income / additions
$1,116,238
Benefits paid
$0
Administrative expenses
-$6,500
Total expenses
-$6,500
Net increase / (decrease)
$1,122,738

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240516104844NAL0041709137001 cover?
It is the 2023 Form 5500 filing for Gennari Aronson, Llp 401(K) Profit Sharing Plan, reported by Gennari Aronson, Llp (EIN 27-1228816).
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