2023 Form 5500 filing — Mario Sinacola & Sons Excavating, Inc. 401(K) Plan
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 20240926144232NAL0000458035001) for Mario Sinacola & Sons Excavating, Inc. 401(K) Plan, reported by Mario Sinacola & Sons Excavating, Inc. under EIN 38-1812253 and plan number 001. It reports 1,054 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926144232NAL0000458035001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mario Sinacola & Sons Excavating, Inc.
- EIN
- 38-1812253
- Plan number
- 001
- Location
- Frisco, TX
- Participants
- 1,054
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,099,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,099,557
- Employer contributions
- $1,139,834
- Participant contributions
- $4,395,086
- Total income / additions
- $10,722,434
- Benefits paid
- $4,640,151
- Administrative expenses
- $161,722
- Total expenses
- $4,804,185
- Net increase / (decrease)
- $5,918,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $114,622 | $0 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $47,100 | $20 |