Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan — Form 5500 plan (Fragasso Financial Advisors, 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, Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan is a benefit plan reported by Fragasso Financial Advisors, Inc. under EIN 25-1773014 and plan number 002. The latest loaded filing year is 2023. The filing reports 41 participants and $13,538,140 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fragasso Financial Advisors, Inc.
- EIN
- 25-1773014
- Plan number
- 002
- Plan type
- 2
- Location
- Sewickley, PA
- Latest filing year
- 2023
- Participants
- 41
- End-of-year plan assets
- $13,538,140
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 41 | I | 20240806140700NAL0001408915001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,538,140
- Total liabilities (EOY)
- $3,396,002
- Net assets (EOY)
- $10,142,138
- Net assets (BOY)
- $6,945,342
Income & contributions
- Employer contributions
- $759,458
- Total income / additions
- $3,308,267
Expenses & distributions
- Benefits paid
- $3,927
- Total expenses
- $111,471
- Net increase / (decrease)
- $3,196,796
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.