2023 Form 5500 filing — Catelli Brothers, 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 20241002053459NAL0016440818001) for Catelli Brothers, Inc. 401(K) Plan, reported by Catelli Brothers, Inc. under EIN 23-2175736 and plan number 001. It reports 304 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)$14.3MReported net assets$14,307,468
Participants304
Provider compensation$84.5K3 Schedule C row(s)$84,501
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002053459NAL0016440818001
- Plan sponsor
- Catelli Brothers, Inc.
- EIN
- 23-2175736
- Plan number
- 001
- Location
- Collingswood, NJ
- Received date
- not reported in the loaded dataset
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)$14.3M total assets
Net assets$14.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,307,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,307,468
- Employer contributions
- $412,285
- Participant contributions
- $723,555
- Total income / additions
- $3,300,591
- Benefits paid
- $700,206
- Administrative expenses
- $84,502
- Total expenses
- $807,714
- Net increase / (decrease)
- $2,492,877
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $59,016 | $0 |
| Adp, Inc. | RECORD KEEPER | $25,485 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |