Samuel Coraluzzo Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Samuel Coraluzzo Co., 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, Samuel Coraluzzo Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Samuel Coraluzzo Co., Inc. under EIN 22-2766979 and plan number 001. The latest loaded filing year is 2023. The filing reports 847 participants and $10,527,322 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Samuel Coraluzzo Co., Inc.
EIN
22-2766979
Plan number
001
Plan type
2
Location
Vineland, NJ
Latest filing year
2023
Participants
847
End-of-year plan assets
$10,527,322

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023847H, C20240930102345NAL0002551315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,527,322
Total liabilities (EOY)
$0
Net assets (EOY)
$10,527,322
Net assets (BOY)
$8,733,238

Income & contributions

Employer contributions
$370,008
Participant contributions
$1,130,740
Total contributions
$1,692,166
Total income / additions
$3,159,454

Expenses & distributions

Benefits paid
$1,261,285
Administrative expenses
$81,879
Total expenses
$1,365,370
Net increase / (decrease)
$1,794,084

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Payne Capital Management LLCADVISOR$42,131not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$39,748$02023

Related Form 5500 pages