Michael Lomenzo Cpa PC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Michael Lomenzo Cpa PC
  • Sponsor EIN: 223346374
  • Sponsor Address: 1 PORTLAND ROAD, HIGHLANDS, NJ, 07732
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $202,246

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$202,246$3,000$0
20231$196,009$2,400$0
20221$190,894$3,700$0

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