Antonio Sofo & Son Importing Co. Employees' 401(K) Plan — Form 5500 plan (Antonio Sofo & Son Importing Co.)
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, Antonio Sofo & Son Importing Co. Employees' 401(K) Plan is a benefit plan reported by Antonio Sofo & Son Importing Co. under EIN 34-1026558 and plan number 003. The latest loaded filing year is 2023. The filing reports 618 participants and $18,742,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Antonio Sofo & Son Importing Co.
- EIN
- 34-1026558
- Plan number
- 003
- Plan type
- 2
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $18,742,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20241003084232NAL0010294833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,742,556
- Total liabilities (EOY)
- $55,556
- Net assets (EOY)
- $18,687,000
- Net assets (BOY)
- $16,082,486
Income & contributions
- Employer contributions
- $289,786
- Participant contributions
- $1,500,658
- Total contributions
- $1,984,292
- Total income / additions
- $4,857,091
Expenses & distributions
- Benefits paid
- $2,073,701
- Administrative expenses
- $146,327
- Total expenses
- $2,252,577
- Net increase / (decrease)
- $2,604,514
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $64,981 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $63,062 | $0 | 2023 |
| Pension Innovations & Consulting | CONTRACT ADMIN | $15,059 | not reported in the loaded dataset | 2023 |
| Plante And Moran | AUDITOR | $13,125 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $8,509 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Antonio Sofo & Son Importing Co.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Toledo, OH
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pension Innovations & Consulting — Schedule C compensation
- Plante And Moran — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation