Colasanti Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (The Colasanti Group, 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, Colasanti Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Colasanti Group, Inc. under EIN 38-1458813 and plan number 003. The latest loaded filing year is 2023. The filing reports 194 participants and $9,587,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Colasanti Group, Inc.
EIN
38-1458813
Plan number
003
Plan type
3
Location
Macomb, MI
Latest filing year
2023
Participants
194
End-of-year plan assets
$9,587,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241014094327NAL0044025760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,587,328
Total liabilities (EOY)
$0
Net assets (EOY)
$9,587,328
Net assets (BOY)
$10,132,874

Income & contributions

Employer contributions
$297,069
Participant contributions
$615,558
Total contributions
$1,015,070
Total income / additions
$2,330,553

Expenses & distributions

Benefits paid
$2,838,487
Administrative expenses
$37,612
Total expenses
$2,876,099
Net increase / (decrease)
-$545,546

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth FinancialNONE$19,334not reported in the loaded dataset2023
Minnesota Life Insurance CompanyNONE$14,957not reported in the loaded dataset2023
Fenner, Melstrom, & Dooling PlcAUDITOR$11,000not reported in the loaded dataset2023

Related Form 5500 pages