L. D'Agostini & Sons Inc. Profit Sharing Plan & Trust — Form 5500 plan (L. D'Agostini & Sons, 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, L. D'Agostini & Sons Inc. Profit Sharing Plan & Trust is a benefit plan reported by L. D'Agostini & Sons, Inc. under EIN 38-1854484 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $5,276,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L. D'Agostini & Sons, Inc.
- EIN
- 38-1854484
- Plan number
- 001
- Plan type
- 2
- Location
- Macomb, MI
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $5,276,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20240628120043NAL0001024066001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,276,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,276,246
- Net assets (BOY)
- $7,314,448
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $48,803
- Total income / additions
- $1,223,450
Expenses & distributions
- Benefits paid
- $3,248,458
- Administrative expenses
- $13,194
- Total expenses
- $3,261,652
- Net increase / (decrease)
- -$2,038,202
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.