The Angell Pension Group, Inc. — 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, The Angell Pension Group, Inc. (EIN 04-2530412) is a plan sponsor located in East Providence, RI with 2 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
04-2530412
Location
East Providence, RI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$32,314,415
Total reported net assets (EOY)
$32,314,415

Contributions & income

Employer contributions
$423,433
Participant contributions
$1,112,117
Total income / additions
$6,060,040

Expenses & distributions

Benefits paid / distributions
$389,075
Total expenses
$397,075
Net increase / (decrease)
$5,662,965

Coverage

Total reported participants
202
Plans with financial statements
1
Plans with provider compensation
0

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.

Largest loaded plans by reported assets

The Angell Pension Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Angell Pension Group, Inc. Profit Sharing Savings Plan002104$32,314,4152023
The Angell Pension Group, Inc. Welfare Wrap Plan50898not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Angell Pension Group, Inc.
YearPlanParticipantsSchedulesFiling
2023The Angell Pension Group, Inc. Welfare Wrap Plan9820240430080139NAL0023910545001
2023The Angell Pension Group, Inc. Profit Sharing Savings Plan104I20240513112717NAL0060616386001

Related Form 5500 pages