Mario Sinacola & Sons Excavating, Inc. 401(K) Plan — Form 5500 plan (Mario Sinacola & Sons Excavating, 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, Mario Sinacola & Sons Excavating, Inc. 401(K) Plan is a benefit plan reported by Mario Sinacola & Sons Excavating, Inc. under EIN 38-1812253 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,054 participants and $37,099,557 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mario Sinacola & Sons Excavating, Inc.
EIN
38-1812253
Plan number
001
Plan type
3
Location
Frisco, TX
Latest filing year
2023
Participants
1,054
End-of-year plan assets
$37,099,557

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,054H, C20240926144232NAL0000458035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,099,557
Total liabilities (EOY)
$0
Net assets (EOY)
$37,099,557
Net assets (BOY)
$31,181,308

Income & contributions

Employer contributions
$1,139,834
Participant contributions
$4,395,086
Total contributions
$5,769,338
Total income / additions
$10,722,434

Expenses & distributions

Benefits paid
$4,640,151
Administrative expenses
$161,722
Total expenses
$4,804,185
Net increase / (decrease)
$5,918,249

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$114,622$02023
Creative Planning, Inc.INVESTMENT ADVISORY$47,100$202023

Related Form 5500 pages