Paolucci Salling & Martin 401(K) Employee Stock Ownership Plan — Form 5500 plan (Paolucci Salling & Martin)
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, Paolucci Salling & Martin 401(K) Employee Stock Ownership Plan is a benefit plan reported by Paolucci Salling & Martin under EIN 33-0506466 and plan number 003. The latest loaded filing year is 2023. The filing reports 42 participants and $8,399,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paolucci Salling & Martin
- EIN
- 33-0506466
- Plan number
- 003
- Plan type
- 2
- Location
- Hermosa Beach, CA
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $8,399,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20241007135322NAL0008935299001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,399,350
- Total liabilities (EOY)
- $20,291
- Net assets (EOY)
- $8,379,059
- Net assets (BOY)
- $8,175,184
Income & contributions
- Employer contributions
- $265,071
- Participant contributions
- $127,444
- Total income / additions
- $776,992
Expenses & distributions
- Benefits paid
- $573,022
- Total expenses
- $573,117
- Net increase / (decrease)
- $203,875
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.