Milluzzo & Company, P.C. Profit Sharing Plan — Form 5500 plan (Milluzzo & Company, 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, Milluzzo & Company, P.C. Profit Sharing Plan is a benefit plan reported by Milluzzo & Company, P.C. under EIN 06-1289220 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $2,094,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milluzzo & Company, P.C.
- EIN
- 06-1289220
- Plan number
- 001
- Plan type
- 2
- Location
- Newington, CT
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $2,094,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240311084510NAL0017845363001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,094,243
- Net assets (EOY)
- $2,094,243
- Net assets (BOY)
- $1,902,282
Income & contributions
- Employer contributions
- $71,365
- Total income / additions
- $191,961
Expenses & distributions
- Net increase / (decrease)
- $191,961
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.