Anthony Troiano Iii, P.C. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Anthony Troiano Iii, P. C.)

Plain-English plan 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, Anthony Troiano Iii, P.C. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Anthony Troiano Iii, P. C. under EIN 04-3307961 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,540,786 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anthony Troiano Iii, P. C.
EIN
04-3307961
Plan number
001
Plan type
2
Location
Charlestown, MA
Latest filing year
2023
Participants
5
End-of-year plan assets
$3,540,786

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240625100943NAL0010419440001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,540,786
Total liabilities (EOY)
$0
Net assets (EOY)
$3,540,786
Net assets (BOY)
$3,059,345

Income & contributions

Employer contributions
$107,108
Participant contributions
$3,000
Total income / additions
$492,165

Expenses & distributions

Benefits paid
$0
Administrative expenses
$10,724
Total expenses
$10,724
Net increase / (decrease)
$481,441

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages