2023 Form 5500 filing — Melito & Adolfsen 401(K) 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 20250509095253NAL0013545665001) for Melito & Adolfsen 401(K) Profit Sharing Plan, reported by Melito & Adolfsen P.C. under EIN 13-2668916 and plan number 003. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.8MReported net assets$11,825,890
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250509095253NAL0013545665001
Plan sponsor
Melito & Adolfsen P.C.
EIN
13-2668916
Plan number
003
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.8M total assets
Net assets$11.8MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$579.9K
Benefits paid / distributions$579.9K
Contributions
Employer$46.8K
Participant$134.4K
Full reported line items
Total assets (EOY)
$11,825,890
Total liabilities (EOY)
$0
Net assets (EOY)
$11,825,890
Employer contributions
$46,831
Participant contributions
$134,358
Total income / additions
$2,295,936
Benefits paid
$579,915
Administrative expenses
$25
Total expenses
$579,940
Net increase / (decrease)
$1,715,996

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250509095253NAL0013545665001 cover?
It is the 2023 Form 5500 filing for Melito & Adolfsen 401(K) Profit Sharing Plan, reported by Melito & Adolfsen P.C. (EIN 13-2668916).
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