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, Palermo Villa, Inc. 401(K) Plan is a benefit plan reported by Palermo Villa, Inc. under EIN 39-1035704 and plan number 002. The latest loaded filing year is 2023. The filing reports 952 participants and $30,356,602 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,356,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,356,602
- Net assets (BOY)
- $23,101,631
Income & contributions
- Employer contributions
- $1,404,594
- Participant contributions
- $2,730,687
- Total contributions
- $4,738,043
- Total income / additions
- $9,198,830
Expenses & distributions
- Benefits paid
- $1,830,878
- Administrative expenses
- $112,981
- Total expenses
- $1,943,859
- Net increase / (decrease)
- $7,254,971