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| Plan Name | PHILIP E. PELLIZZARI, CPA 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PHILIP E. PELLIZZARI, CPA |
| Employer identification number (EIN): | 161174070 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | PHILIP E PELLIZZARI | 2024-01-25 | PHILIP E PELLIZZARI | 2024-01-25 |
| 001 | 2021-01-01 | PHILIP E PELLIZZARI | 2022-02-11 | PHILIP E PELLIZZARI | 2022-02-11 |
| 001 | 2020-01-01 | PHILIP E PELLIZZARI | 2021-06-21 | PHILIP E PELLIZZARI | 2021-06-21 |
| 001 | 2019-01-01 | PHILIP E PELLIZZARI | 2020-05-18 | PHILIP E PELLIZZARI | 2020-05-18 |
| 001 | 2018-01-01 | PHILIP E PELLIZZARI | 2019-10-03 | PHILIP E PELLIZZARI | 2019-10-03 |
| 001 | 2017-01-01 | PHILIP E PELLIZZARI | 2018-03-07 | PHILIP E PELLIZZARI | 2018-03-07 |
| 001 | 2016-01-01 | PHILIP E PELLIZZARI | 2017-02-06 | PHILIP E PELLIZZARI | 2017-02-06 |
| 001 | 2015-01-01 | PHILIP E PELLIZZARI | 2016-02-01 | PHILIP E PELLIZZARI | 2016-02-01 |
| Measure | Date | Value |
|---|---|---|
| 2022 : PHILIP E. PELLIZZARI, CPA 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-02-11 | 0 |
| Total liabilities as of the end of the plan year | 2022-02-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-02-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-02-11 | 0 |
| Net assets as of the end of the plan year | 2022-02-11 | 1040332 |
| Total assets as of the beginning of the plan year | 2022-02-11 | 696375 |
| Participant contributions to plan in this plan year | 2022-02-11 | 52700 |
| Other expenses paid from plan in this plan year | 2022-02-11 | 0 |
| Other contributions to plan in this plan year | 2022-02-11 | 178569 |
| Other income to plan in this plan year | 2022-02-11 | 58001 |
| Plan net income in this plan year | 2022-02-11 | 343957 |
| Net assets as of the end of the plan year | 2022-02-11 | 1040332 |
| Net assets as of the beginning of the plan year | 2022-02-11 | 696375 |
| Employer contributions to plan in this plan year | 2022-02-11 | 54687 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-02-11 | 0 |
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