2023 Form 5500 filing — Rocco Altobelli, Inc. 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 20241014145039NAL0054036626001) for Rocco Altobelli, Inc. 401(K) Plan, reported by Rocco Altobelli, Inc. under EIN 41-1226659 and plan number 001. It reports 167 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)$11.1MReported net assets$11,071,819
Participants167
Provider compensation$91.9K2 Schedule C row(s)$91,923
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014145039NAL0054036626001
Plan sponsor
Rocco Altobelli, Inc.
EIN
41-1226659
Plan number
001
Location
Burnsville, MN
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)$11.1M total assets
Net assets$11.1MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
EmployerNot reported
Participant$401.4K
Full reported line items
Total assets (EOY)
$11,071,819
Total liabilities (EOY)
$0
Net assets (EOY)
$11,071,819
Participant contributions
$401,390
Total income / additions
$2,270,604
Benefits paid
$1,094,593
Administrative expenses
$91,945
Total expenses
$1,211,231
Net increase / (decrease)
$1,059,373
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $66K · Indirect $0
  2. 2
    NONE · Direct $25.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014145039NAL0054036626001 cover?
It is the 2023 Form 5500 filing for Rocco Altobelli, Inc. 401(K) Plan, reported by Rocco Altobelli, Inc. (EIN 41-1226659).
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