2023 Form 5500 filing — Melvin & Melvin, Pllc 401(K) 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 20241015151656NAL0014942179001) for Melvin & Melvin, Pllc 401(K) Retirement Plan, reported by Melvin & Melvin, Pllc under EIN 01-0724437 and plan number 001. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.4MReported net assets$6,377,252
Participants41
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015151656NAL0014942179001
Plan sponsor
Melvin & Melvin, Pllc
EIN
01-0724437
Plan number
001
Location
Syracuse, 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)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$894.7K
Total expenses$224.8K
Benefits paid / distributions$207K
Contributions
Employer$56.6K
Participant$195.4K
Full reported line items
Total assets (EOY)
$6,377,252
Total liabilities (EOY)
$0
Net assets (EOY)
$6,377,252
Employer contributions
$56,582
Participant contributions
$195,405
Total income / additions
$894,674
Benefits paid
$206,968
Administrative expenses
$17,803
Total expenses
$224,771
Net increase / (decrease)
$669,903

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015151656NAL0014942179001 cover?
It is the 2023 Form 5500 filing for Melvin & Melvin, Pllc 401(K) Retirement Plan, reported by Melvin & Melvin, Pllc (EIN 01-0724437).
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