Cellino Law, Llp 401(K) Plan — Form 5500 plan (Cellino Law, Llp)
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, Cellino Law, Llp 401(K) Plan is a benefit plan reported by Cellino Law, Llp under EIN 84-4131021 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $6,047,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cellino Law, Llp
- EIN
- 84-4131021
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $6,047,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20241001113341NAL0013799970001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,047,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,047,340
- Net assets (BOY)
- $5,221,224
Income & contributions
- Employer contributions
- $289,651
- Participant contributions
- $632,671
- Total contributions
- $969,675
- Total income / additions
- $1,903,528
Expenses & distributions
- Benefits paid
- $1,121,414
- Administrative expenses
- $20,712
- Total expenses
- $1,077,412
- Net increase / (decrease)
- $826,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $16,122 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $12,886 | $0 | 2023 |
| Bia Consulting LLC Dba Enhanced | CONTRACT ADMIN | $2,682 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | AUDITOR | -$9,929 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cellino Law, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Lpl Financial — Schedule C compensation
- Empower Life & Annuity Ins Co Of Ny — Schedule C compensation
- Bia Consulting LLC Dba Enhanced — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation