2023 Form 5500 filing — Cellino Law, 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 20241001113341NAL0013799970001) for Cellino Law, Llp 401(K) Plan, reported by Cellino Law, Llp under EIN 84-4131021 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001113341NAL0013799970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cellino Law, Llp
- EIN
- 84-4131021
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,047,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,047,340
- Employer contributions
- $289,651
- Participant contributions
- $632,671
- Total income / additions
- $1,903,528
- Benefits paid
- $1,121,414
- Administrative expenses
- $20,712
- Total expenses
- $1,077,412
- Net increase / (decrease)
- $826,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $16,122 | not reported in the loaded dataset |
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $12,886 | $0 |
| Bia Consulting LLC Dba Enhanced | CONTRACT ADMIN | $2,682 | not reported in the loaded dataset |
| Bonadio & Co., Llp | AUDITOR | -$9,929 | not reported in the loaded dataset |