D'Allessandro Corp. 401(K) Profit Sharing Plan — Form 5500 plan (D'Allessandro Corp.)
Plain-English plan 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, D'Allessandro Corp. 401(K) Profit Sharing Plan is a benefit plan reported by D'Allessandro Corp. under EIN 04-2958565 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $11,513,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- D'Allessandro Corp.
- EIN
- 04-2958565
- Plan number
- 002
- Plan type
- 2
- Location
- West Bridgewater, MA
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $11,513,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241004144609NAL0006787555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,513,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,513,406
- Net assets (BOY)
- $10,234,116
Income & contributions
- Employer contributions
- $550,149
- Participant contributions
- $318,984
- Total contributions
- $869,133
- Total income / additions
- $2,310,119
Expenses & distributions
- Benefits paid
- $958,822
- Administrative expenses
- $59,779
- Total expenses
- $1,030,829
- Net increase / (decrease)
- $1,279,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $37,675 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $22,798 | not reported in the loaded dataset | 2023 |