Varischetti 401(K) Retirement Plan — Form 5500 plan (Varischetti And 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, Varischetti 401(K) Retirement Plan is a benefit plan reported by Varischetti And Sons, Inc. under EIN 25-1659678 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $8,885,558 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Varischetti And Sons, Inc.
EIN
25-1659678
Plan number
001
Plan type
2
Location
Brockway, PA
Latest filing year
2023
Participants
216
End-of-year plan assets
$8,885,558

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20240726152119NAL0015735617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,885,558
Total liabilities (EOY)
$0
Net assets (EOY)
$8,885,558
Net assets (BOY)
$6,958,024

Income & contributions

Employer contributions
$209,935
Participant contributions
$616,465
Total contributions
$978,284
Total income / additions
$2,171,917

Expenses & distributions

Benefits paid
$242,641
Administrative expenses
$1,742
Total expenses
$244,383
Net increase / (decrease)
$1,927,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpRECORDKEEPER$1,742$02023

Related Form 5500 pages