2023 Form 5500 filing — Palmisano 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 20241010133031NAL0035809968001) for Palmisano 401(K) Plan, reported by Palmisano L.L.C. under EIN 46-2717541 and plan number 001. It reports 251 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)$8.8MReported net assets$8,789,059
Participants251
Provider compensation$19.8K2 Schedule C row(s)$19,762
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010133031NAL0035809968001
Plan sponsor
Palmisano L.L.C.
EIN
46-2717541
Plan number
001
Location
New Orleans, LA
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)$8.8M total assets
Net assets$8.8MLiabilities$1.8K
Money in vs. money out
Total income / additions$3.3M
Total expenses$238.5K
Benefits paid / distributions$183K
Contributions
Employer$621.9K
Participant$1.2M
Full reported line items
Total assets (EOY)
$8,790,853
Total liabilities (EOY)
$1,794
Net assets (EOY)
$8,789,059
Employer contributions
$621,939
Participant contributions
$1,161,787
Total income / additions
$3,322,039
Benefits paid
$182,956
Administrative expenses
$55,454
Total expenses
$238,493
Net increase / (decrease)
$3,083,546
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $0 · Indirect $18.3K
  2. 2
    INVESTMENT ADVISOR · Direct $0 · Indirect $1.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010133031NAL0035809968001 cover?
It is the 2023 Form 5500 filing for Palmisano 401(K) Plan, reported by Palmisano L.L.C. (EIN 46-2717541).
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