2023 Form 5500 filing — Mangione Family Enterprises 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 20241009100713NAL0030877888001) for Mangione Family Enterprises Retirement Plan, reported by Commercial Contractors, Inc. under EIN 52-0677187 and plan number 003. It reports 1,610 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100713NAL0030877888001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commercial Contractors, Inc.
- EIN
- 52-0677187
- Plan number
- 003
- Location
- Ellicott City, MD
- Participants
- 1,610
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,514,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,514,404
- Employer contributions
- $468,348
- Participant contributions
- $2,414,418
- Total income / additions
- $8,128,782
- Benefits paid
- $3,542,640
- Administrative expenses
- $23,801
- Total expenses
- $3,636,260
- Net increase / (decrease)
- $4,492,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bkd, Llp | ACCOUNTANT | $17,500 | $0 |
| Adp, Inc. | RECORD KEEPER | $6,300 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Morgan Stanley Smith Barney LLC | ADVISOR | $0 | $0 |