S. Camerota & Sons, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (S. Camerota & Sons, Inc.)

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, S. Camerota & Sons, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by S. Camerota & Sons, Inc. under EIN 06-0848975 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $14,074,116 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S. Camerota & Sons, Inc.
EIN
06-0848975
Plan number
001
Plan type
2
Location
Enfield, CT
Latest filing year
2023
Participants
194
End-of-year plan assets
$14,074,116

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20240807131846NAL0003550257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,074,116
Total liabilities (EOY)
$38,248
Net assets (EOY)
$14,035,868
Net assets (BOY)
$14,402,089

Income & contributions

Employer contributions
$132,793
Participant contributions
$541,080
Total contributions
$673,873
Total income / additions
$2,709,743

Expenses & distributions

Benefits paid
$3,074,455
Administrative expenses
$1,509
Total expenses
$3,075,964
Net increase / (decrease)
-$366,221

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Janney Montgomery Scott, LLCN/A$0$31,1732023
Pasi, LLCN/A$7,187$8332023
Empower Annuity Insurance CompanyN/A$0$02023

Related Form 5500 pages