2023 Form 5500 filing — Natoli Engineering Employees 401(K) 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 20241015105600NAL0014438259001) for Natoli Engineering Employees 401(K) Profit Sharing Plan, reported by Natoli Engineering Company, Inc. under EIN 36-2768378 and plan number 001. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105600NAL0014438259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Natoli Engineering Company, Inc.
- EIN
- 36-2768378
- Plan number
- 001
- Location
- St. Charles, MO
- Participants
- 381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,249,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,249,985
- Employer contributions
- $239,170
- Participant contributions
- $650,268
- Total income / additions
- $2,131,262
- Benefits paid
- $1,732,922
- Administrative expenses
- $26,390
- Total expenses
- $1,759,312
- Net increase / (decrease)
- $371,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,733 | $0 |
| Kiefer Bonfanti & Co. Llp | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $400 | $0 |