2023 Form 5500 filing — Cantella & Co., Inc. 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 20241018180707NAL0019390803001) for Cantella & Co., Inc. 401(K) Savings Plan, reported by Cantella & Co., Inc. under EIN 04-2670968 and plan number 001. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241018180707NAL0019390803001
Filing year
2023
Form type
2
Plan sponsor
Cantella & Co., Inc.
EIN
04-2670968
Plan number
001
Location
Malden, MA
Participants
42
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,725,465
Net assets (EOY)
$4,725,465
Participant contributions
$143,123
Total income / additions
$1,379,201
Benefits paid
$1,131,120
Total expenses
$1,134,432
Net increase / (decrease)
$244,769
Schedule source
Schedule I

Related Form 5500 pages