2023 Form 5500 filing — Michalik, Bauer, Silvia & Ciccarillo, Llp Retirement 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 20240523132850NAL0005253841001) for Michalik, Bauer, Silvia & Ciccarillo, Llp Retirement Plan, reported by Michalik, Bauer, Silvia & Ciccarillo, Llp under EIN 20-1849506 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,169,021
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240523132850NAL0005253841001
Plan sponsor
Michalik, Bauer, Silvia & Ciccarillo, Llp
EIN
20-1849506
Plan number
001
Location
New Britain, CT
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)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$165.7K
Total expenses$160.3K
Benefits paid / distributions$160.2K
Contributions
Employer$0
Participant$33.2K
Full reported line items
Total assets (EOY)
$1,169,021
Total liabilities (EOY)
$0
Net assets (EOY)
$1,169,021
Employer contributions
$0
Participant contributions
$33,240
Total income / additions
$165,675
Benefits paid
$160,168
Administrative expenses
$125
Total expenses
$160,293
Net increase / (decrease)
$5,382

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240523132850NAL0005253841001 cover?
It is the 2023 Form 5500 filing for Michalik, Bauer, Silvia & Ciccarillo, Llp Retirement Plan, reported by Michalik, Bauer, Silvia & Ciccarillo, Llp (EIN 20-1849506).
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