Michael Lomenzo, Cpa, P.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Michael Lomenzo, Cpa, P.C.
  • Sponsor EIN: 223346374
  • Sponsor Address: 1 PORTLAND ROAD, HIGHLANDS, NJ, 07732
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $254,598

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$254,598$4,500$0
20231$240,609$3,600$0
20221$228,872$5,550$0

Similar Plans