2023 Form 5500 filing — Morvillo Abramowitz Grand Iason & Anello P.C. 401(K) Profit Sharing Plan And Trust

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 20250414161944NAL0003540432001) for Morvillo Abramowitz Grand Iason & Anello P.C. 401(K) Profit Sharing Plan And Trust, reported by Morvillo Abramowitz Grand Iason & Anello P.C. under EIN 13-2996017 and plan number 006. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$58.7MReported net assets$58,687,791

Participants210

Provider compensation$19.3K3 Schedule C row(s)$19,333

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250414161944NAL0003540432001
Plan sponsor: Morvillo Abramowitz Grand Iason & Anello P.C.
EIN: 13-2996017
Plan number: 006
Location: New York, 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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$58.7M total assets

Net assets$58.7MLiabilities$0

Money in vs. money out

Total income / additions$11.1M

Total expenses$3.2M

Benefits paid / distributions$3.2M

Contributions

Employer$1.1M

Participant$1.2M

Full reported line items

Total assets (EOY): $58,687,791
Total liabilities (EOY): $0
Net assets (EOY): $58,687,791
Employer contributions: $1,051,267
Participant contributions: $1,176,329
Total income / additions: $11,063,623
Benefits paid: $3,204,361
Administrative expenses: $19,333
Total expenses: $3,223,694
Net increase / (decrease): $7,839,929

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Marks Paneth$7.9K
ACCOUNTANT/AUDITOR · Direct $7.9K
2
Strategic Advisors, Inc.$6K
ADVISOR · Direct $6K
3
Fidelity Investments Institutional$5.5K
RECORDKEEPER · Direct $5.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414161944NAL0003540432001 cover?: It is the 2023 Form 5500 filing for Morvillo Abramowitz Grand Iason & Anello P.C. 401(K) Profit Sharing Plan And Trust, reported by Morvillo Abramowitz Grand Iason & Anello P.C. (EIN 13-2996017).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).