Natoli Engineering Employees 401(K) Profit Sharing Plan — Form 5500 plan (Natoli Engineering Company, 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, Natoli Engineering Employees 401(K) Profit Sharing Plan is a benefit plan reported by Natoli Engineering Company, Inc. under EIN 36-2768378 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $8,249,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Natoli Engineering Company, Inc.
- EIN
- 36-2768378
- Plan number
- 001
- Plan type
- 2
- Location
- St. Charles, MO
- Latest filing year
- 2023
- Participants
- 381
- End-of-year plan assets
- $8,249,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 381 | H, C | 20241015105600NAL0014438259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,249,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,249,985
- Net assets (BOY)
- $7,878,035
Income & contributions
- Employer contributions
- $239,170
- Participant contributions
- $650,268
- Total contributions
- $903,035
- Total income / additions
- $2,131,262
Expenses & distributions
- Benefits paid
- $1,732,922
- Administrative expenses
- $26,390
- Total expenses
- $1,759,312
- Net increase / (decrease)
- $371,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,733 | $0 | 2023 |
| Kiefer Bonfanti & Co. Llp | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $400 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Natoli Engineering Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Charles, MO
- Fidelity Investments Institutional — Schedule C compensation
- Kiefer Bonfanti & Co. Llp — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation