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MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameMILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN
Plan identification number 001

MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MILLUZZO & COMPANY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MILLUZZO & COMPANY, P.C.
Employer identification number (EIN):061289220
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DARCY B. MILLUZZO DARCY B. MILLUZZO2019-02-24
0012017-01-01DARCY B. MILLUZZO DARCY B. MILLUZZO2018-02-06
0012016-01-01DARCY B. MILLUZZO DARCY B. MILLUZZO2017-04-08
0012015-01-01DARCY B. MILLUZZO DARCY B. MILLUZZO2016-03-08
0012014-01-01DARCY B. MILLUZZO DARCY B. MILLUZZO2015-03-09
0012013-01-01DARCY B. MILLUZZO DARCY B. MILLUZZO2014-05-20
0012012-01-01DARCY B. MILLUZZO DARCY B. MILLUZZO2013-06-27
0012011-01-01DARCY B. MILLUZZO DARCY B. MILLUZZO2012-06-04
0012010-01-01DARCY B. MILLUZZO DARCY B. MILLUZZO2011-06-21
0012009-01-01DARCY B. MILLUZZO DARCY B. MILLUZZO2010-06-15
0012009-01-01DARCY B. MILLUZZO DARCY B. MILLUZZO2010-06-07

Plan Statistics for MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN

Measure Date Value
2023: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-014
Number of participants with account balances2023-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
2009: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN

Measure Date Value
2023 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$191,961
Total plan assets at end of year2023-12-31$2,094,243
Total plan assets at beginning of year2023-12-31$1,902,282
Other income received2023-12-31$120,596
Net income (gross income less expenses)2023-12-31$191,961
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,094,243
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,902,282
Total contributions received or receivable from employer(s)2023-12-31$71,365
2022 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-65,704
Total plan assets at end of year2022-12-31$1,902,282
Total plan assets at beginning of year2022-12-31$1,967,986
Other income received2022-12-31$-142,621
Net income (gross income less expenses)2022-12-31$-65,704
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,902,282
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,967,986
Total contributions received or receivable from employer(s)2022-12-31$76,917
2021 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$131,729
Total plan assets at end of year2021-12-31$1,967,986
Total plan assets at beginning of year2021-12-31$1,836,257
Other income received2021-12-31$56,389
Net income (gross income less expenses)2021-12-31$131,729
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,967,986
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,836,257
Total contributions received or receivable from employer(s)2021-12-31$75,340
2020 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$175,700
Total plan assets at end of year2020-12-31$1,836,257
Total plan assets at beginning of year2020-12-31$1,660,557
Other income received2020-12-31$105,137
Net income (gross income less expenses)2020-12-31$175,700
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,836,257
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,660,557
Total contributions received or receivable from employer(s)2020-12-31$70,563
2019 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$252,279
Total plan assets at end of year2019-12-31$1,660,557
Total plan assets at beginning of year2019-12-31$1,408,278
Other income received2019-12-31$159,349
Net income (gross income less expenses)2019-12-31$252,279
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,660,557
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,408,278
Total contributions received or receivable from employer(s)2019-12-31$92,930
2018 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$95,616
Expenses. Total of all expenses incurred2018-12-31$12,924
Total plan assets at end of year2018-12-31$1,408,278
Total plan assets at beginning of year2018-12-31$1,325,586
Expenses. Other expenses not covered elsewhere2018-12-31$12,924
Net income (gross income less expenses)2018-12-31$82,692
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,408,278
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,325,586
Total contributions received or receivable from employer(s)2018-12-31$95,616
2017 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$105,316
Total plan assets at end of year2017-12-31$1,325,586
Total plan assets at beginning of year2017-12-31$1,220,270
Other income received2017-12-31$33,041
Net income (gross income less expenses)2017-12-31$105,316
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,325,586
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,220,270
Total contributions received or receivable from employer(s)2017-12-31$72,275
2016 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$100,620
Total plan assets at end of year2016-12-31$1,220,270
Total plan assets at beginning of year2016-12-31$1,119,650
Other income received2016-12-31$24,470
Net income (gross income less expenses)2016-12-31$100,620
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,220,270
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,119,650
Total contributions received or receivable from employer(s)2016-12-31$76,150
2015 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$97,012
Expenses. Total of all expenses incurred2015-12-31$107,898
Benefits paid (including direct rollovers)2015-12-31$107,600
Total plan assets at end of year2015-12-31$1,119,650
Total plan assets at beginning of year2015-12-31$1,130,536
Expenses. Other expenses not covered elsewhere2015-12-31$298
Other income received2015-12-31$25,376
Net income (gross income less expenses)2015-12-31$-10,886
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,119,650
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,130,536
Total contributions received or receivable from employer(s)2015-12-31$71,636
2014 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$118,596
Total plan assets at end of year2014-12-31$1,130,536
Total plan assets at beginning of year2014-12-31$1,011,940
Other income received2014-12-31$45,607
Net income (gross income less expenses)2014-12-31$118,596
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,130,536
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,011,940
Total contributions received or receivable from employer(s)2014-12-31$72,989
2013 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$101,464
Total plan assets at end of year2013-12-31$1,011,940
Total plan assets at beginning of year2013-12-31$910,476
Other income received2013-12-31$36,901
Net income (gross income less expenses)2013-12-31$101,464
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,011,940
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$910,476
Total contributions received or receivable from employer(s)2013-12-31$64,563
2012 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$98,737
Total plan assets at end of year2012-12-31$910,476
Total plan assets at beginning of year2012-12-31$811,739
Other income received2012-12-31$38,403
Net income (gross income less expenses)2012-12-31$98,737
Net plan assets at end of year (total assets less liabilities)2012-12-31$910,476
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$811,739
Total contributions received or receivable from employer(s)2012-12-31$60,334
2011 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$54,754
Total plan assets at end of year2011-12-31$811,739
Total plan assets at beginning of year2011-12-31$756,985
Other income received2011-12-31$-1,085
Net income (gross income less expenses)2011-12-31$54,754
Net plan assets at end of year (total assets less liabilities)2011-12-31$811,739
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$756,985
Total contributions received or receivable from employer(s)2011-12-31$55,839
2010 : MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$85,120
Total plan assets at end of year2010-12-31$756,985
Total plan assets at beginning of year2010-12-31$671,865
Other income received2010-12-31$33,478
Net income (gross income less expenses)2010-12-31$85,120
Net plan assets at end of year (total assets less liabilities)2010-12-31$756,985
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$671,865
Total contributions received or receivable from employer(s)2010-12-31$51,642

Form 5500 Responses for MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN

2023: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MILLUZZO & COMPANY, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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