How many benefit plans does Costello, Inc. report on Form 5500?

Costello, Inc. (EIN 76-0341570) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Costello, Inc.?

The Employer Identification Number (EIN) reported for Costello, Inc. is 76-0341570.

What is the latest Form 5500 filing year for Costello, Inc.?

The latest loaded Form 5500 filing year for Costello, Inc. is 2023.

Costello, 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, Costello, Inc. (EIN 76-0341570) is a plan sponsor located in Houston, TX 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: 76-0341570
Location: Houston, TX
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $23,263,088
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $23,263,088

Contributions & income

Employer contributions: $568,077
Participant contributions: $1,183,971
Total income / additions: $5,467,799

Expenses & distributions

Benefits paid / distributions: $3,439,478
Total expenses: $3,507,746
Net increase / (decrease): $1,960,053

Coverage

Total reported participants: 403
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

Costello, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Costello, Inc. 401(K) Plan	001	218	$23,263,088	2023
Costello, Inc. Health And Welfare Plan	501	185	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Costello, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Costello, Inc. 401(K) Plan	218	H, C	20240905105033NAL0038567552001
2023	Costello, Inc. Health And Welfare Plan	185	—	20241009162905NAL0009406067001