2023 Form 5500 filing — Miller, Rosnick, D'Amico, De Lucia, P.C. Profit Sh

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 20241014112932NAL0027151809001) for Miller, Rosnick, D'Amico, De Lucia, P.C. Profit Sh, reported by Miller, Rosnick, D'Amico, De Lucia, P.C under EIN 06-0867757 and plan number 002. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.2MReported net assets$8,153,762
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014112932NAL0027151809001
Plan sponsor
Miller, Rosnick, D'Amico, De Lucia, P.C
EIN
06-0867757
Plan number
002
Location
Bridgeport, 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)$8.2M total assets
Net assets$8.2MLiabilities
Money in vs. money out
Total income / additions$915.2K
Total expenses$57.3K
Benefits paid / distributionsNot reported
Contributions
Employer$150K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$8,153,762
Net assets (EOY)
$8,153,762
Employer contributions
$150,000
Total income / additions
$915,151
Administrative expenses
$57,331
Total expenses
$57,331
Net increase / (decrease)
$857,820

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014112932NAL0027151809001 cover?
It is the 2023 Form 5500 filing for Miller, Rosnick, D'Amico, De Lucia, P.C. Profit Sh, reported by Miller, Rosnick, D'Amico, De Lucia, P.C (EIN 06-0867757).
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