2023 Form 5500 filing — Airoldi Brothers, 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 20241002130915NAL0004029907001) for Airoldi Brothers, Inc. 401(K) Profit Sharing Plan, reported by Airoldi Brothers, Inc. under EIN 39-0834611 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002130915NAL0004029907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Airoldi Brothers, Inc.
- EIN
- 39-0834611
- Plan number
- 001
- Location
- Oak Creek, WI
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,539,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,539,050
- Employer contributions
- $462,087
- Participant contributions
- $1,067,546
- Total income / additions
- $2,438,260
- Benefits paid
- $387,211
- Administrative expenses
- $46,684
- Total expenses
- $433,895
- Net increase / (decrease)
- $2,004,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $25,021 | not reported in the loaded dataset |
| Northwestern Mutual Wealth Manageme | NONE | $21,658 | not reported in the loaded dataset |