2023 Form 5500 filing — Rastelli Brothers, Inc. 401(K) Salary Reduction 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 20241015153624NAL0016772483001) for Rastelli Brothers, Inc. 401(K) Salary Reduction Plan, reported by Rastelli Brothers, Inc. under EIN 22-2332643 and plan number 001. It reports 977 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)$16.5MReported net assets$16,469,391
Participants977
Provider compensation$5881 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015153624NAL0016772483001
Plan sponsor
Rastelli Brothers, Inc.
EIN
22-2332643
Plan number
001
Location
Swedesboro, NJ
Received date
not reported in the loaded dataset
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)$16.5M total assets
Net assets$16.5MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$2.6M
Benefits paid / distributions$2.6M
Contributions
Employer$163.8K
Participant$1.1M
Full reported line items
Total assets (EOY)
$16,469,391
Total liabilities (EOY)
$0
Net assets (EOY)
$16,469,391
Employer contributions
$163,821
Participant contributions
$1,144,302
Total income / additions
$2,953,696
Benefits paid
$2,563,241
Administrative expenses
$0
Total expenses
$2,616,507
Net increase / (decrease)
$337,189

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Life Insurance CompanyRECORDKEEPER$588$0

Related Form 5500 pages