Fopiano & Sullivan, LLC 401(K) Plan — Form 5500 plan (Fopiano And Sullivan, 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, Fopiano & Sullivan, LLC 401(K) Plan is a benefit plan reported by Fopiano And Sullivan, LLC under EIN 27-2778430 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $4,145,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fopiano And Sullivan, LLC
- EIN
- 27-2778430
- Plan number
- 001
- Plan type
- 2
- Location
- Norwell, MA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $4,145,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240515085332NAL0065780866001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,145,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,145,335
- Net assets (BOY)
- $3,462,532
Income & contributions
- Employer contributions
- $46,342
- Participant contributions
- $141,286
- Total income / additions
- $737,365
Expenses & distributions
- Benefits paid
- $43,000
- Administrative expenses
- $11,562
- Total expenses
- $54,562
- Net increase / (decrease)
- $682,803
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.