Plan5500

J.C. Cannistraro, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, J.C. Cannistraro, LLC (EIN 04-2313282) is a plan sponsor located in Waltham, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2313282
Location
Waltham, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for J.C. Cannistraro, LLC

  • 2 loaded plans hold $30.2M in reported assets.
  • The largest, J.C. Cannistraro, LLC. 401k Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 623 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.2MSummed across loaded plans$30,184,980
Total reported assets$30.2M$30,184,980
Total reported participants623
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$30.2M total assets
Net assets$30.2MLiabilities—
Contributions & income
Employer contributions$669.6K
Participant contributions$1.8M
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$5.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%J.C. Cannistraro, LLC. 401k Retirement Plan
Participants per plan312Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    J.C. Cannistraro, LLC. 401k Retirement Plan$30.2M
    Plan #002 · 414 participants · 2023
  2. 2
    J.C. Cannistraro, LLC Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 209 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for J.C. Cannistraro, LLC. Open one for its full reported snapshot.

  1. 2023
    J.C. Cannistraro, LLC. 401k Retirement Plan414 participants · 2Sch HSch C
    View filing →
  2. 2023
    J.C. Cannistraro, LLC Welfare Benefit Plan209 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does J.C. Cannistraro, LLC report on Form 5500?
J.C. Cannistraro, LLC (EIN 04-2313282) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for J.C. Cannistraro, LLC?
The Employer Identification Number (EIN) reported for J.C. Cannistraro, LLC is 04-2313282.
What is the latest Form 5500 filing year for J.C. Cannistraro, LLC?
The latest loaded Form 5500 filing year for J.C. Cannistraro, LLC is 2023.

Related Form 5500 pages