401k Plan data: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN plan

MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 401k Plan overview

Plan Name	MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN
Plan identification number	001

MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MICHAEL LOMENZO, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL LOMENZO, CPA, P.C.

Employer identification number (EIN): 223346374

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MICHAEL LOMENZO 2024-04-26 MICHAEL LOMENZO 2024-04-26
001 2022-01-01 MICHAEL LOMENZO 2023-04-27 MICHAEL LOMENZO 2023-04-27
001 2021-01-01 MICHAEL LOMENZO 2022-05-02 MICHAEL LOMENZO 2022-05-02
001 2020-01-01
001 2019-01-01
001 2018-01-01 MICHAEL LOMENZO MICHAEL LOMENZO 2019-04-30
001 2017-01-01 MICHAEL LOMENZO
001 2016-01-01 MICHAEL LOMENZO MICHAEL LOMENZO 2017-08-09
001 2015-01-01 MICHAEL LOMENZO MICHAEL LOMENZO 2016-07-27
001 2014-01-01 MICHAEL LOMENZO MICHAEL LOMENZO 2015-05-01
001 2013-01-01
001 2012-01-01 MICHAEL LOMENZO
001 2011-01-01 MICHAEL LOMENZO MICHAEL LOMENZO 2012-05-07
001 2009-01-01 MICHAEL LOMENZO
001 2009-01-01 MICHAEL LOMENZO 2010-07-02
001 2009-01-01 MICHAEL LOMENZO 2010-07-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MICHAEL LOMENZO	2024-04-26	MICHAEL LOMENZO	2024-04-26
001	2022-01-01	MICHAEL LOMENZO	2023-04-27	MICHAEL LOMENZO	2023-04-27
001	2021-01-01	MICHAEL LOMENZO	2022-05-02	MICHAEL LOMENZO	2022-05-02
001	2020-01-01
001	2019-01-01
001	2018-01-01	MICHAEL LOMENZO		MICHAEL LOMENZO	2019-04-30
001	2017-01-01	MICHAEL LOMENZO
001	2016-01-01	MICHAEL LOMENZO		MICHAEL LOMENZO	2017-08-09
001	2015-01-01	MICHAEL LOMENZO		MICHAEL LOMENZO	2016-07-27
001	2014-01-01	MICHAEL LOMENZO		MICHAEL LOMENZO	2015-05-01
001	2013-01-01
001	2012-01-01	MICHAEL LOMENZO
001	2011-01-01	MICHAEL LOMENZO		MICHAEL LOMENZO	2012-05-07
001	2009-01-01	MICHAEL LOMENZO
001	2009-01-01			MICHAEL LOMENZO	2010-07-02
001	2009-01-01			MICHAEL LOMENZO	2010-07-02

Plan Statistics for MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN

401k plan membership statisitcs for MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN

Measure Date Value
2023: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 2
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 2
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	2
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	2
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN

Measure	Date	Value
2023 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$12,098
Expenses. Total of all expenses incurred	2023-12-31	$6,983
Benefits paid (including direct rollovers)	2023-12-31	$6,981
Total plan assets at end of year	2023-12-31	$196,009
Total plan assets at beginning of year	2023-12-31	$190,894
Expenses. Other expenses not covered elsewhere	2023-12-31	$2
Other income received	2023-12-31	$9,698
Net income (gross income less expenses)	2023-12-31	$5,115
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$196,009
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$190,894
Total contributions received or receivable from employer(s)	2023-12-31	$2,400
2022 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-5,725
Expenses. Total of all expenses incurred	2022-12-31	$7,143
Benefits paid (including direct rollovers)	2022-12-31	$7,142
Total plan assets at end of year	2022-12-31	$190,894
Total plan assets at beginning of year	2022-12-31	$203,762
Expenses. Other expenses not covered elsewhere	2022-12-31	$1
Other income received	2022-12-31	$-9,425
Net income (gross income less expenses)	2022-12-31	$-12,868
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$190,894
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$203,762
Total contributions received or receivable from employer(s)	2022-12-31	$3,700
2021 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$19,213
Expenses. Total of all expenses incurred	2021-12-31	$8,700
Benefits paid (including direct rollovers)	2021-12-31	$8,700
Total plan assets at end of year	2021-12-31	$245,626
Total plan assets at beginning of year	2021-12-31	$235,113
Other income received	2021-12-31	$14,913
Net income (gross income less expenses)	2021-12-31	$10,513
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$245,626
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$235,113
Total contributions received or receivable from employer(s)	2021-12-31	$4,300
Minimum employer required contribution for this plan year	2021-12-31	$4,300
Amount contributed by the employer to the plan for this plan year	2021-12-31	$4,300
2020 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$8,524
Expenses. Total of all expenses incurred	2020-12-31	$11,000
Benefits paid (including direct rollovers)	2020-12-31	$11,000
Total plan assets at end of year	2020-12-31	$202,745
Total plan assets at beginning of year	2020-12-31	$205,221
Other income received	2020-12-31	$6,324
Net income (gross income less expenses)	2020-12-31	$-2,476
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$202,745
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$205,221
Total contributions received or receivable from employer(s)	2020-12-31	$2,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$11,000
Minimum employer required contribution for this plan year	2020-12-31	$2,200
Amount contributed by the employer to the plan for this plan year	2020-12-31	$2,200
2019 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$7,718
Total plan assets at end of year	2019-12-31	$205,221
Total plan assets at beginning of year	2019-12-31	$197,503
Other income received	2019-12-31	$6,218
Net income (gross income less expenses)	2019-12-31	$7,718
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$205,221
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$197,503
Total contributions received or receivable from employer(s)	2019-12-31	$1,500
Minimum employer required contribution for this plan year	2019-12-31	$1,500
Amount contributed by the employer to the plan for this plan year	2019-12-31	$1,500
2018 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-194
Total plan assets at end of year	2018-12-31	$197,503
Total plan assets at beginning of year	2018-12-31	$197,697
Other income received	2018-12-31	$-794
Net income (gross income less expenses)	2018-12-31	$-194
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$197,503
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$197,697
Total contributions received or receivable from employer(s)	2018-12-31	$600
Minimum employer required contribution for this plan year	2018-12-31	$600
Amount contributed by the employer to the plan for this plan year	2018-12-31	$600
2017 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$739
Total plan assets at end of year	2017-12-31	$197,697
Total plan assets at beginning of year	2017-12-31	$196,958
Other income received	2017-12-31	$439
Net income (gross income less expenses)	2017-12-31	$739
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$197,697
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$196,958
Total contributions received or receivable from employer(s)	2017-12-31	$300
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$300
Amount contributed by the employer to the plan for this plan year	2017-12-31	$300
2016 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$6,585
Total plan assets at end of year	2016-12-31	$196,958
Total plan assets at beginning of year	2016-12-31	$190,373
Other income received	2016-12-31	$6,285
Net income (gross income less expenses)	2016-12-31	$6,585
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$196,958
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$190,373
Total contributions received or receivable from employer(s)	2016-12-31	$300
Minimum employer required contribution for this plan year	2016-12-31	$300
Amount contributed by the employer to the plan for this plan year	2016-12-31	$300
2015 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-11,714
Total plan assets at end of year	2015-12-31	$190,373
Total plan assets at beginning of year	2015-12-31	$202,087
Other income received	2015-12-31	$-12,514
Net income (gross income less expenses)	2015-12-31	$-11,714
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$190,373
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$202,087
Total contributions received or receivable from employer(s)	2015-12-31	$800
Minimum employer required contribution for this plan year	2015-12-31	$800
Amount contributed by the employer to the plan for this plan year	2015-12-31	$800
2014 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$2,343
Total plan assets at end of year	2014-12-31	$202,087
Total plan assets at beginning of year	2014-12-31	$199,744
Other income received	2014-12-31	$2,343
Net income (gross income less expenses)	2014-12-31	$2,343
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$202,087
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$199,744
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$8,612
Total plan assets at end of year	2013-12-31	$199,744
Total plan assets at beginning of year	2013-12-31	$191,132
Other income received	2013-12-31	$7,462
Net income (gross income less expenses)	2013-12-31	$8,612
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$199,744
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$191,132
Total contributions received or receivable from employer(s)	2013-12-31	$1,150
2012 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$16,232
Total plan assets at end of year	2012-12-31	$191,132
Total plan assets at beginning of year	2012-12-31	$174,900
Other income received	2012-12-31	$15,932
Net income (gross income less expenses)	2012-12-31	$16,232
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$191,132
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$174,900
Total contributions received or receivable from employer(s)	2012-12-31	$300
Minimum employer required contribution for this plan year	2012-12-31	$300
Amount contributed by the employer to the plan for this plan year	2012-12-31	$300
2011 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-9,422
Total plan assets at end of year	2011-12-31	$174,900
Total plan assets at beginning of year	2011-12-31	$184,322
Other income received	2011-12-31	$-9,522
Net income (gross income less expenses)	2011-12-31	$-9,422
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$174,900
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$184,322
Total contributions received or receivable from employer(s)	2011-12-31	$100
2010 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$15,077
Total plan assets at end of year	2010-12-31	$184,322
Total plan assets at beginning of year	2010-12-31	$169,245
Other income received	2010-12-31	$10,777
Net income (gross income less expenses)	2010-12-31	$15,077
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$184,322
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$169,245
Total contributions received or receivable from employer(s)	2010-12-31	$4,300
Minimum employer required contribution for this plan year	2010-12-31	$4,300
Amount contributed by the employer to the plan for this plan year	2010-12-31	$4,300
2009 : MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$8,460
Amount contributed by the employer to the plan for this plan year	2009-12-31	$8,460

Form 5500 Responses for MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN

2023: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MICHAEL LOMENZO, CPA, P.C. MONEY PURCHASE PLAN FIDELITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICHAEL LOMENZO, CPA, P.C.
Employer identification number (EIN):	223346374
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants