David A Gallo & Associates Llp 401(K) Profit Sharing Plan & Trust — Form 5500 plan (David A Gallo & Associates Llp)
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, David A Gallo & Associates Llp 401(K) Profit Sharing Plan & Trust is a benefit plan reported by David A Gallo & Associates Llp under EIN 11-2795187 and plan number 001. The latest loaded filing year is 2023. The filing reports 87 participants and $5,144,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David A Gallo & Associates Llp
- EIN
- 11-2795187
- Plan number
- 001
- Plan type
- 2
- Location
- Manhasset, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87 | I | 20240920145530NAL0010611120001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,144,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,144,252
- Net assets (BOY)
- $4,318,269
Income & contributions
- Employer contributions
- $41,171
- Participant contributions
- $136,312
- Total income / additions
- $986,775
Expenses & distributions
- Benefits paid
- $134,069
- Administrative expenses
- $26,723
- Total expenses
- $160,792
- Net increase / (decrease)
- $825,983
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.