2023 Form 5500 filing — Lou Grasso Associates P/S 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 20250508132733NAL0012274017001) for Lou Grasso Associates P/S Plan, reported by Lou Grasso Associates under EIN 13-3004624 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250508132733NAL0012274017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lou Grasso Associates
- EIN
- 13-3004624
- Plan number
- 001
- Location
- Huntington, NY
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,652,359
- Net assets (EOY)
- $2,652,359
- Total income / additions
- $748,806
- Benefits paid
- $121,129
- Administrative expenses
- $103
- Total expenses
- $121,232
- Net increase / (decrease)
- $627,574
- Schedule source
- Schedule I