2023 Form 5500 filing — Lipari Mangiameli Partnership 401 K Safe Harbor 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 20241003145949NAL0019905794001) for Lipari Mangiameli Partnership 401 K Safe Harbor Profit Sharing Plan, reported by Lipari Mangiameli Partnership under EIN 13-3682637 and plan number 003. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241003145949NAL0019905794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lipari Mangiameli Partnership
- EIN
- 13-3682637
- Plan number
- 003
- Location
- Chappaqua, NY
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $864,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $864,460
- Employer contributions
- $66,916
- Participant contributions
- $94,015
- Total income / additions
- $250,813
- Total expenses
- $0
- Net increase / (decrease)
- $250,813
- Schedule source
- Schedule I