| Plan Name | LAW OFFICE OF MICHELANGELO MORTELLARO, P.A. CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | LAW OFFICE OF MICHELANGELO MORTELLARO, P.A. |
| Employer identification number (EIN): | 820975965 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about LAW OFFICE OF MICHELANGELO MORTELLARO, P.A.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2017-03-24 |
| Company Identification Number: | P17000027669 |
| Legal Registered Office Address: |
13528 Prestige Place Tampa 33635 |
More information about LAW OFFICE OF MICHELANGELO MORTELLARO, P.A.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | MICHELANGELO MORTELLARO | 2023-10-11 | ||
| 002 | 2021-01-01 | MICHELANGELO MORTELLARO | 2022-11-07 | ||
| 002 | 2020-01-01 | MICHELANGELO MORTELLARO | 2021-10-11 | ||
| 002 | 2019-01-01 | MICHELANGELO MORTELLARO | 2020-10-12 | ||
| 002 | 2018-01-01 | MICHELANGELO MORTELLARO | 2019-10-08 |
| Measure | Date | Value |
|---|---|---|
| 2025 : LAW OFFICE OF MICHELANGELO MORTELLARO, P.A. CASH BALANCE PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-30 | 649 |
| Net assets as of the end of the plan year | 2025-09-30 | 1558988 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 1088254 |
| Value of plan covered by a fidelity bond | 2025-09-30 | 155899 |
| Other income to plan in this plan year | 2025-09-30 | 157922 |
| Plan net income in this plan year | 2025-09-30 | 470734 |
| Net assets as of the end of the plan year | 2025-09-30 | 1558988 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 1088254 |
| Employer contributions to plan in this plan year | 2025-09-30 | 313461 |
| Fees paid to broker by Benefit Provider | 2025-09-30 | 6460 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 649 |
| Total expenses incurred by plan in this plan year | 2025-01-31 | 16349 |
| Net assets as of the end of the plan year | 2025-01-31 | 1088254 |
| Total assets as of the beginning of the plan year | 2025-01-31 | 876301 |
| Value of plan covered by a fidelity bond | 2025-01-31 | 88000 |
| Other income to plan in this plan year | 2025-01-31 | 86763 |
| Plan net income in this plan year | 2025-01-31 | 211953 |
| Net assets as of the end of the plan year | 2025-01-31 | 1088254 |
| Net assets as of the beginning of the plan year | 2025-01-31 | 876301 |
| Employer contributions to plan in this plan year | 2025-01-31 | 141539 |
| Fees paid to broker by Benefit Provider | 2025-01-31 | 3121 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-31 | 315 |