Pisauro Levy & Palumbo Cpas Pa Profit Sharing Plan — Form 5500 plan (Pisauro Levy & Palumbo Cpas Pa)

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, Pisauro Levy & Palumbo Cpas Pa Profit Sharing Plan is a benefit plan reported by Pisauro Levy & Palumbo Cpas Pa under EIN 22-3109044 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $987,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pisauro Levy & Palumbo Cpas Pa
EIN
22-3109044
Plan number
001
Plan type
2
Location
Ewing, NJ
Latest filing year
2023
Participants
6
End-of-year plan assets
$987,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236I20240130110934NAL0027666704001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$987,763
Total liabilities (EOY)
$0
Net assets (EOY)
$987,763
Net assets (BOY)
$790,709

Income & contributions

Employer contributions
$14,874
Participant contributions
$22,566
Total income / additions
$199,814

Expenses & distributions

Benefits paid
$0
Administrative expenses
$2,760
Total expenses
$2,760
Net increase / (decrease)
$197,054

Service provider compensation (Schedule C)

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

Related Form 5500 pages