2023 Form 5500 filing — The Castellini Company Retirement 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 20241001091213NAL0003153571001) for The Castellini Company Retirement Plan, reported by Castellini Company LLC under EIN 76-0720073 and plan number 002. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001091213NAL0003153571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Castellini Company LLC
- EIN
- 76-0720073
- Plan number
- 002
- Location
- Newport, KY
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,071,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,071,596
- Employer contributions
- $658,294
- Participant contributions
- $17,457
- Total income / additions
- $2,047,512
- Benefits paid
- $1,237,342
- Administrative expenses
- $261,484
- Total expenses
- $1,498,826
- Net increase / (decrease)
- $548,686
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Bank | NONE | $62,449 | not reported in the loaded dataset |