2023 Form 5500 filing — Samuel Coraluzzo Co., Inc. 401(K) Profit Sharing 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 20240930102345NAL0002551315001) for Samuel Coraluzzo Co., Inc. 401(K) Profit Sharing Plan, reported by Samuel Coraluzzo Co., Inc. under EIN 22-2766979 and plan number 001. It reports 847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930102345NAL0002551315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samuel Coraluzzo Co., Inc.
- EIN
- 22-2766979
- Plan number
- 001
- Location
- Vineland, NJ
- Participants
- 847
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,527,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,527,322
- Employer contributions
- $370,008
- Participant contributions
- $1,130,740
- Total income / additions
- $3,159,454
- Benefits paid
- $1,261,285
- Administrative expenses
- $81,879
- Total expenses
- $1,365,370
- Net increase / (decrease)
- $1,794,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Payne Capital Management LLC | ADVISOR | $42,131 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $39,748 | $0 |