Lionetti Associates LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lionetti Associates LLC)
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, Lionetti Associates LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lionetti Associates LLC under EIN 22-3237361 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $11,140,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lionetti Associates LLC
- EIN
- 22-3237361
- Plan number
- 001
- Plan type
- 2
- Location
- Elizabeth, NJ
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $11,140,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241008135214NAL0034908530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,140,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,140,129
- Net assets (BOY)
- $10,434,601
Income & contributions
- Employer contributions
- $236,614
- Participant contributions
- $597,493
- Total contributions
- $834,107
- Total income / additions
- $1,929,426
Expenses & distributions
- Benefits paid
- $1,143,078
- Administrative expenses
- $80,820
- Total expenses
- $1,223,898
- Net increase / (decrease)
- $705,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $2,670 | not reported in the loaded dataset | 2023 |