Lipari Mangiameli Partnership 401 K Safe Harbor Profit Sharing Plan — Form 5500 plan (Lipari Mangiameli Partnership)
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, Lipari Mangiameli Partnership 401 K Safe Harbor Profit Sharing Plan is a benefit plan reported by Lipari Mangiameli Partnership under EIN 13-3682637 and plan number 003. The latest loaded filing year is 2023. The filing reports 9 participants and $864,460 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lipari Mangiameli Partnership
- EIN
- 13-3682637
- Plan number
- 003
- Plan type
- 2
- Location
- Chappaqua, NY
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $864,460
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20241003145949NAL0019905794001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $864,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $864,460
- Net assets (BOY)
- $613,647
Income & contributions
- Employer contributions
- $66,916
- Participant contributions
- $94,015
- Total income / additions
- $250,813
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $250,813
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.