2023 Form 5500 filing — M. A. Polce Consulting, Inc. 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 20240925095153NAL0028729538001) for M. A. Polce Consulting, Inc. Retirement Plan, reported by M. A. Polce Consulting, Inc. under EIN 16-1597994 and plan number 001. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240925095153NAL0028729538001
Filing year
2023
Form type
2
Plan sponsor
M. A. Polce Consulting, Inc.
EIN
16-1597994
Plan number
001
Location
Rome, NY
Participants
49
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,743,801
Total liabilities (EOY)
$0
Net assets (EOY)
$4,743,801
Employer contributions
$134,542
Participant contributions
$273,641
Total income / additions
$1,102,381
Benefits paid
$369,991
Administrative expenses
$18,903
Total expenses
$388,894
Net increase / (decrease)
$713,487
Schedule source
Schedule I

Related Form 5500 pages