2023 Form 5500 filing — Ferrandino & Son, Inc. 401(K) Retirement Plan And 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 20240918155012NAL0002717235001) for Ferrandino & Son, Inc. 401(K) Retirement Plan And Trust, reported by Ferrandino & Son, Inc. under EIN 11-3144705 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,204,662
Participants280
Provider compensation$36.1K3 Schedule C row(s)$36,068
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918155012NAL0002717235001
Plan sponsor
Ferrandino & Son, Inc.
EIN
11-3144705
Plan number
001
Location
Farmingdale, NY
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$1K
Money in vs. money out
Total income / additions$1.7M
Total expenses$590.5K
Benefits paid / distributions$553.4K
Contributions
Employer$133.2K
Participant$689K
Full reported line items
Total assets (EOY)
$6,205,703
Total liabilities (EOY)
$1,041
Net assets (EOY)
$6,204,662
Employer contributions
$133,217
Participant contributions
$688,986
Total income / additions
$1,715,872
Benefits paid
$553,378
Administrative expenses
$36,068
Total expenses
$590,487
Net increase / (decrease)
$1,125,385
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    THIRD PARTY ADMIN · Direct $13.8K
  2. 2
    SERVICE PROVIDER · Direct $13.2K
  3. 3
    SERVICE PROVIDER · Direct $9.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918155012NAL0002717235001 cover?
It is the 2023 Form 5500 filing for Ferrandino & Son, Inc. 401(K) Retirement Plan And Trust, reported by Ferrandino & Son, Inc. (EIN 11-3144705).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages