Albert Fa Carilli LLC Safe Harbir 401k Profit Sharing Plan — Form 5500 plan (Robert P Garbutt Cpa)
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, Albert Fa Carilli LLC Safe Harbir 401k Profit Sharing Plan is a benefit plan reported by Robert P Garbutt Cpa under EIN 27-2364971 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $3,510,630 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert P Garbutt Cpa
- EIN
- 27-2364971
- Plan number
- 001
- Plan type
- 2
- Location
- Saddle Brook, NJ
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $3,510,630
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241017164651NAL0031958401001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,510,630
- Net assets (EOY)
- $3,510,630
- Net assets (BOY)
- $2,842,602
Income & contributions
- Employer contributions
- $5,000
- Participant contributions
- $20,000
- Total income / additions
- $668,028
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $668,028
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.