2023 Form 5500 filing — Marulli, Mannarino, Erichsen Llp 401(K) 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 20240613093054NAL0030413953001) for Marulli, Mannarino, Erichsen Llp 401(K) Plan, reported by Marulli, Mannarino, Erichsen & Tomaszewski, Llp under EIN 42-1690810 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,544,921
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240613093054NAL0030413953001
Plan sponsor
Marulli, Mannarino, Erichsen & Tomaszewski, Llp
EIN
42-1690810
Plan number
001
Location
New York, NY
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)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$664.6K
Total expenses$47.7K
Benefits paid / distributions$36.1K
Contributions
Employer$101.1K
Participant$95.9K
Full reported line items
Total assets (EOY)
$2,544,921
Total liabilities (EOY)
$0
Net assets (EOY)
$2,544,921
Employer contributions
$101,075
Participant contributions
$95,906
Total income / additions
$664,572
Benefits paid
$36,110
Administrative expenses
$10,773
Total expenses
$47,736
Net increase / (decrease)
$616,836

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240613093054NAL0030413953001 cover?
It is the 2023 Form 5500 filing for Marulli, Mannarino, Erichsen Llp 401(K) Plan, reported by Marulli, Mannarino, Erichsen & Tomaszewski, Llp (EIN 42-1690810).
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