401k Plan data: MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING PLAN FIDELITY PLAN plan

MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING PLAN FIDELITY PLAN 401k Plan overview

Plan Name	MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING PLAN FIDELITY PLAN
Plan identification number	002

MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING PLAN FIDELITY PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

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. PROFIT SHARING PLAN FIDELITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MICHAEL LOMENZO 2024-04-26 MICHAEL LOMENZO 2024-04-26
002 2022-01-01
002 2021-01-01 MICHAEL LOMENZO 2022-05-02 MICHAEL LOMENZO 2022-05-02
002 2020-01-01
002 2019-01-01
002 2018-01-01 MICHAEL LOMENZO MICHAEL LOMENZO 2019-04-30
002 2017-01-01 MICHAEL LOMENZO
002 2016-01-01 MICHAEL LOMENZO MICHAEL LOMENZO 2017-08-09
002 2015-01-01 MICHAEL LOMENZO MICHAEL LOMENZO 2016-07-25
002 2014-01-01 MICHAEL LOMENZO MICHAEL LOMENZO 2015-05-01
002 2013-01-01 MICHAEL LOMENZO MICHAEL LOMENZO 2014-09-15
002 2012-01-01 MICHAEL LOMENZO
002 2011-01-01 MICHAEL LOMENZO
002 2009-01-01 MICHAEL LOMENZO 2010-07-02
002 2009-01-01 MICHAEL LOMENZO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MICHAEL LOMENZO	2024-04-26	MICHAEL LOMENZO	2024-04-26
002	2022-01-01
002	2021-01-01	MICHAEL LOMENZO	2022-05-02	MICHAEL LOMENZO	2022-05-02
002	2020-01-01
002	2019-01-01
002	2018-01-01	MICHAEL LOMENZO		MICHAEL LOMENZO	2019-04-30
002	2017-01-01	MICHAEL LOMENZO
002	2016-01-01	MICHAEL LOMENZO		MICHAEL LOMENZO	2017-08-09
002	2015-01-01	MICHAEL LOMENZO		MICHAEL LOMENZO	2016-07-25
002	2014-01-01	MICHAEL LOMENZO		MICHAEL LOMENZO	2015-05-01
002	2013-01-01	MICHAEL LOMENZO		MICHAEL LOMENZO	2014-09-15
002	2012-01-01	MICHAEL LOMENZO
002	2011-01-01	MICHAEL LOMENZO
002	2009-01-01			MICHAEL LOMENZO	2010-07-02
002	2009-01-01	MICHAEL LOMENZO

Plan Statistics for MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING PLAN FIDELITY PLAN

401k plan membership statisitcs for MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING PLAN FIDELITY PLAN

Measure Date Value
2023: MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING 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. PROFIT SHARING 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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
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. PROFIT SHARING 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. PROFIT SHARING 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 retired or separated participants receiving benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 2
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. PROFIT SHARING 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 retired or separated participants receiving benefits 2019-01-01 0
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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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 retired or separated participants receiving benefits 2014-01-01 0
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. PROFIT SHARING 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 retired or separated participants receiving benefits 2013-01-01 0
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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
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. PROFIT SHARING 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. PROFIT SHARING 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 retired or separated participants receiving benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	2
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. PROFIT SHARING 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 retired or separated participants receiving benefits	2019-01-01	0
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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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 retired or separated participants receiving benefits	2014-01-01	0
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. PROFIT SHARING 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 retired or separated participants receiving benefits	2013-01-01	0
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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING PLAN FIDELITY PLAN

Measure	Date	Value
2023 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING PLAN FIDELITY PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$20,217
Expenses. Total of all expenses incurred	2023-12-31	$8,480
Benefits paid (including direct rollovers)	2023-12-31	$8,478
Total plan assets at end of year	2023-12-31	$240,609
Total plan assets at beginning of year	2023-12-31	$228,872
Expenses. Other expenses not covered elsewhere	2023-12-31	$2
Other income received	2023-12-31	$16,617
Net income (gross income less expenses)	2023-12-31	$11,737
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$240,609
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$228,872
Total contributions received or receivable from employer(s)	2023-12-31	$3,600
2022 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING PLAN FIDELITY PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-8,001
Expenses. Total of all expenses incurred	2022-12-31	$8,753
Benefits paid (including direct rollovers)	2022-12-31	$8,746
Total plan assets at end of year	2022-12-31	$228,872
Total plan assets at beginning of year	2022-12-31	$245,626
Expenses. Other expenses not covered elsewhere	2022-12-31	$7
Other income received	2022-12-31	$-13,551
Net income (gross income less expenses)	2022-12-31	$-16,754
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$228,872
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$245,626
Total contributions received or receivable from employer(s)	2022-12-31	$5,550
2021 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING PLAN FIDELITY PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$8,391
Expenses. Total of all expenses incurred	2021-12-31	$7,373
Benefits paid (including direct rollovers)	2021-12-31	$7,373
Total plan assets at end of year	2021-12-31	$203,762
Total plan assets at beginning of year	2021-12-31	$202,744
Other income received	2021-12-31	$5,525
Net income (gross income less expenses)	2021-12-31	$1,018
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$203,762
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$202,744
Total contributions received or receivable from employer(s)	2021-12-31	$2,866
Minimum employer required contribution for this plan year	2021-12-31	$2,866
Amount contributed by the employer to the plan for this plan year	2021-12-31	$2,866
2020 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING 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	$10,771
Total plan assets at end of year	2020-12-31	$235,116
Total plan assets at beginning of year	2020-12-31	$224,345
Other income received	2020-12-31	$7,471
Net income (gross income less expenses)	2020-12-31	$10,771
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$235,116
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$224,345
Total contributions received or receivable from employer(s)	2020-12-31	$3,300
Minimum employer required contribution for this plan year	2020-12-31	$3,300
Amount contributed by the employer to the plan for this plan year	2020-12-31	$3,300
2019 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING 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	$7,752
Total plan assets at end of year	2019-12-31	$224,345
Total plan assets at beginning of year	2019-12-31	$216,593
Other income received	2019-12-31	$5,502
Net income (gross income less expenses)	2019-12-31	$7,752
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$224,345
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$216,593
Total contributions received or receivable from employer(s)	2019-12-31	$2,250
Minimum employer required contribution for this plan year	2019-12-31	$2,250
Amount contributed by the employer to the plan for this plan year	2019-12-31	$2,250
2018 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING 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	$1,288
Expenses. Total of all expenses incurred	2018-12-31	$18,000
Benefits paid (including direct rollovers)	2018-12-31	$18,000
Total plan assets at end of year	2018-12-31	$216,593
Total plan assets at beginning of year	2018-12-31	$233,305
Other income received	2018-12-31	$388
Net income (gross income less expenses)	2018-12-31	$-16,712
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$216,593
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$233,305
Total contributions received or receivable from employer(s)	2018-12-31	$900
2017 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING PLAN FIDELITY PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$9,138
Expenses. Total of all expenses incurred	2017-12-31	$10,000
Benefits paid (including direct rollovers)	2017-12-31	$10,000
Total plan assets at end of year	2017-12-31	$233,305
Total plan assets at beginning of year	2017-12-31	$234,167
Other income received	2017-12-31	$8,688
Net income (gross income less expenses)	2017-12-31	$-862
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$233,305
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$234,167
Total contributions received or receivable from employer(s)	2017-12-31	$450
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	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
2016 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING 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	$7,440
Total plan assets at end of year	2016-12-31	$234,167
Total plan assets at beginning of year	2016-12-31	$226,727
Other income received	2016-12-31	$6,990
Net income (gross income less expenses)	2016-12-31	$7,440
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$234,167
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$226,727
Total contributions received or receivable from employer(s)	2016-12-31	$450
2015 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING 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	$-12,042
Total plan assets at end of year	2015-12-31	$226,727
Total plan assets at beginning of year	2015-12-31	$238,769
Other income received	2015-12-31	$-13,242
Net income (gross income less expenses)	2015-12-31	$-12,042
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$226,727
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$238,769
Total contributions received or receivable from employer(s)	2015-12-31	$1,200
Minimum employer required contribution for this plan year	2015-12-31	$1,200
Amount contributed by the employer to the plan for this plan year	2015-12-31	$1,200
2014 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING 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	$2,718
Expenses. Total of all expenses incurred	2014-12-31	$16,000
Benefits paid (including direct rollovers)	2014-12-31	$16,000
Total plan assets at end of year	2014-12-31	$238,769
Total plan assets at beginning of year	2014-12-31	$252,051
Other income received	2014-12-31	$2,718
Net income (gross income less expenses)	2014-12-31	$-13,282
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$238,769
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$252,051
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. PROFIT SHARING 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	$14,132
Total plan assets at end of year	2013-12-31	$252,051
Total plan assets at beginning of year	2013-12-31	$237,919
Other income received	2013-12-31	$13,307
Net income (gross income less expenses)	2013-12-31	$14,132
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$252,051
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$237,919
Total contributions received or receivable from employer(s)	2013-12-31	$825
2012 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING 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	$13,098
Expenses. Total of all expenses incurred	2012-12-31	$15,000
Benefits paid (including direct rollovers)	2012-12-31	$15,000
Total plan assets at end of year	2012-12-31	$237,919
Total plan assets at beginning of year	2012-12-31	$239,821
Other income received	2012-12-31	$12,648
Net income (gross income less expenses)	2012-12-31	$-1,902
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$237,919
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$239,821
Total contributions received or receivable from employer(s)	2012-12-31	$450
Minimum employer required contribution for this plan year	2012-12-31	$450
Amount contributed by the employer to the plan for this plan year	2012-12-31	$450
2011 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING 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	$-7,459
Expenses. Total of all expenses incurred	2011-12-31	$28,000
Benefits paid (including direct rollovers)	2011-12-31	$28,000
Total plan assets at end of year	2011-12-31	$239,821
Total plan assets at beginning of year	2011-12-31	$275,280
Other income received	2011-12-31	$-7,609
Net income (gross income less expenses)	2011-12-31	$-35,459
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$239,821
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$275,280
Total contributions received or receivable from employer(s)	2011-12-31	$150
2010 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING 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	$17,246
Total plan assets at end of year	2010-12-31	$275,280
Total plan assets at beginning of year	2010-12-31	$258,034
Other income received	2010-12-31	$10,796
Net income (gross income less expenses)	2010-12-31	$17,246
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$275,280
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$258,034
Total contributions received or receivable from employer(s)	2010-12-31	$6,450
Minimum employer required contribution for this plan year	2010-12-31	$6,450
Amount contributed by the employer to the plan for this plan year	2010-12-31	$6,450
2009 : MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING 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	$12,690
Amount contributed by the employer to the plan for this plan year	2009-12-31	$12,690

Form 5500 Responses for MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING PLAN FIDELITY PLAN

2023: MICHAEL LOMENZO, CPA, P.C. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING PLAN FIDELITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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