2023 Form 5500 filing — L. D'Agostini & Sons Inc. Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628120043NAL0001024066001) for L. D'Agostini & Sons Inc. Profit Sharing Plan & Trust, reported by L. D'Agostini & Sons, Inc. under EIN 38-1854484 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.3MReported net assets$5,276,246
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240628120043NAL0001024066001
Plan sponsor
L. D'Agostini & Sons, Inc.
EIN
38-1854484
Plan number
001
Location
Macomb, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$3.3M
Benefits paid / distributions$3.2M
Contributions
Employer$0
Participant$48.8K
Full reported line items
Total assets (EOY)
$5,276,246
Total liabilities (EOY)
$0
Net assets (EOY)
$5,276,246
Employer contributions
$0
Participant contributions
$48,803
Total income / additions
$1,223,450
Benefits paid
$3,248,458
Administrative expenses
$13,194
Total expenses
$3,261,652
Net increase / (decrease)
-$2,038,202

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240628120043NAL0001024066001 cover?
It is the 2023 Form 5500 filing for L. D'Agostini & Sons Inc. Profit Sharing Plan & Trust, reported by L. D'Agostini & Sons, Inc. (EIN 38-1854484).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages