Pietragallo Gordon Alfano Bosick & Raspanti, Llp Salary Reduction Profit Sharing Plan — Form 5500 plan (Pietragallo Gordon Alfano Bosick & Raspanti)

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, Pietragallo Gordon Alfano Bosick & Raspanti, Llp Salary Reduction Profit Sharing Plan is a benefit plan reported by Pietragallo Gordon Alfano Bosick & Raspanti under EIN 25-1543933 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $47,299,185 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pietragallo Gordon Alfano Bosick & Raspanti
EIN
25-1543933
Plan number
001
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
138
End-of-year plan assets
$47,299,185

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20241004115252NAL0020358576001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,299,185
Net assets (EOY)
$47,299,185
Net assets (BOY)
$40,587,849

Income & contributions

Employer contributions
$786,417
Participant contributions
$1,242,961
Total contributions
$2,029,378
Total income / additions
$10,530,574

Expenses & distributions

Benefits paid
$3,662,692
Administrative expenses
$141,488
Total expenses
$3,819,238
Net increase / (decrease)
$6,711,336

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aureus Asset ManagementINVESTEMENT M ANAGER$91,468not reported in the loaded dataset2023
Robert W Baird & Co., IncorporatedINVESTMENT AD VISOR$44,542not reported in the loaded dataset2023
Urish Popeck & Co., LLCAUDITOR$11,285not reported in the loaded dataset2023
Metro Benefits, Inc.CONTRACT ADMIN$5,119not reported in the loaded dataset2023
Capital Research & Management CompRECORDKEEP ER$1,050$02023

Related Form 5500 pages