2023 Form 5500 filing — Mario Tricoci 401(K) Savings 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 20241014113959NAL0014857203001) for Mario Tricoci 401(K) Savings Plan, reported by Mario Tricoci Hair Salon And Day Spas, LLC under EIN 82-4345506 and plan number 001. It reports 1,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113959NAL0014857203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mario Tricoci Hair Salon And Day Spas, LLC
- EIN
- 82-4345506
- Plan number
- 001
- Location
- Palatine, IL
- Participants
- 1,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,398,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,398,683
- Employer contributions
- $223,541
- Participant contributions
- $2,407,981
- Total income / additions
- $11,234,067
- Benefits paid
- $1,754,640
- Administrative expenses
- $151,339
- Total expenses
- $1,905,979
- Net increase / (decrease)
- $9,328,088
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $111,298 | $0 |
| Kavar Capital Partners | RETAINED BY EMPLOYER | $40,041 | not reported in the loaded dataset |