2023 Form 5500 filing — V. Sangiacomo & Sons 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 20241003182503NAL0010319265001) for V. Sangiacomo & Sons 401(K) Plan, reported by V. Sangiacomo & Sons under EIN 94-1162486 and plan number 001. It reports 197 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)$11.6MReported net assets$11,550,950
Participants197
Provider compensation$96.8K3 Schedule C row(s)$96,750
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003182503NAL0010319265001
Plan sponsor
V. Sangiacomo & Sons
EIN
94-1162486
Plan number
001
Location
Sonoma, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$11.6M total assets
Net assets$11.6MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$692K
Benefits paid / distributions$595.2K
Contributions
Employer$258.9K
Participant$484.4K
Full reported line items
Total assets (EOY)
$11,550,950
Total liabilities (EOY)
$0
Net assets (EOY)
$11,550,950
Employer contributions
$258,877
Participant contributions
$484,422
Total income / additions
$2,381,770
Benefits paid
$595,243
Administrative expenses
$96,750
Total expenses
$691,993
Net increase / (decrease)
$1,689,777
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $37.9K
  2. 2
    RECORDKEEPER · Direct $31.4K · Indirect $0
  3. 3
    AUDITOR · Direct $27.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003182503NAL0010319265001 cover?
It is the 2023 Form 5500 filing for V. Sangiacomo & Sons 401(K) Plan, reported by V. Sangiacomo & Sons (EIN 94-1162486).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages