Stephen H. Passalacqua, Dds, P.C. 401(K) Plan — Form 5500 plan (Stephen H. Passalacqua, Dds, Pc)
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, Stephen H. Passalacqua, Dds, P.C. 401(K) Plan is a benefit plan reported by Stephen H. Passalacqua, Dds, Pc under EIN 27-1528313 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,256,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephen H. Passalacqua, Dds, Pc
- EIN
- 27-1528313
- Plan number
- 001
- Plan type
- 2
- Location
- New Hartford, NY
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,256,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20241004144355NAL0012334465002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,256,091
- Net assets (EOY)
- $1,256,091
- Net assets (BOY)
- $1,069,954
Income & contributions
- Employer contributions
- $10,771
- Participant contributions
- $60,412
- Total income / additions
- $194,994
Expenses & distributions
- Administrative expenses
- $8,857
- Total expenses
- $8,857
- Net increase / (decrease)
- $186,137
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.