2023 Form 5500 filing — Pietragallo Gordon Alfano Bosick & Raspanti, Llp Salary Reduction 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 20241004115252NAL0020358576001) for Pietragallo Gordon Alfano Bosick & Raspanti, Llp Salary Reduction Profit Sharing Plan, reported by Pietragallo Gordon Alfano Bosick & Raspanti under EIN 25-1543933 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004115252NAL0020358576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pietragallo Gordon Alfano Bosick & Raspanti
- EIN
- 25-1543933
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,299,185
- Net assets (EOY)
- $47,299,185
- Employer contributions
- $786,417
- Participant contributions
- $1,242,961
- Total income / additions
- $10,530,574
- Benefits paid
- $3,662,692
- Administrative expenses
- $141,488
- Total expenses
- $3,819,238
- Net increase / (decrease)
- $6,711,336
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aureus Asset Management | INVESTEMENT M ANAGER | $91,468 | not reported in the loaded dataset |
| Robert W Baird & Co., Incorporated | INVESTMENT AD VISOR | $44,542 | not reported in the loaded dataset |
| Urish Popeck & Co., LLC | AUDITOR | $11,285 | not reported in the loaded dataset |
| Metro Benefits, Inc. | CONTRACT ADMIN | $5,119 | not reported in the loaded dataset |
| Capital Research & Management Comp | RECORDKEEP ER | $1,050 | $0 |