Mancini, Welch & Geiger Llp 401(K) Profit Sharing Plan — Form 5500 plan (Mancini, Welch & Geiger 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, Mancini, Welch & Geiger Llp 401(K) Profit Sharing Plan is a benefit plan reported by Mancini, Welch & Geiger Llp under EIN 99-0317553 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $6,874,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mancini, Welch & Geiger Llp
- EIN
- 99-0317553
- Plan number
- 001
- Plan type
- 2
- Location
- Kahului, HI
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $6,874,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240822190349NAL0005513393002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,874,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,874,977
- Net assets (BOY)
- $6,173,309
Income & contributions
- Employer contributions
- $178,039
- Participant contributions
- $164,756
- Total income / additions
- $952,939
Expenses & distributions
- Benefits paid
- $217,417
- Administrative expenses
- $33,854
- Total expenses
- $251,271
- Net increase / (decrease)
- $701,668
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.