V. Marchese, 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, V. Marchese, Inc. (EIN 39-1164834) is a plan sponsor located in Milwaukee, WI 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
39-1164834
Location
Milwaukee, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,187,025
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,187,025

Contributions & income

Total income / additions
$536,341

Expenses & distributions

Benefits paid / distributions
$261,727
Total expenses
$291,415
Net increase / (decrease)
$244,926

Coverage

Total reported participants
406
Plans with financial statements
1
Plans with provider compensation
1

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

V. Marchese, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
V. Marchese, Inc. Profit Sharing Plan001234$4,187,0252023
V. Marchese Inc. Group Health And Welfare Benefit Plan501172not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for V. Marchese, Inc.
YearPlanParticipantsSchedulesFiling
2023V. Marchese Inc. Group Health And Welfare Benefit Plan17220240722133528NAL0010016001001
2023V. Marchese, Inc. Profit Sharing Plan234H, C20241014105114NAL0013160435001

Related Form 5500 pages