Angelo Iafrate, Inc. Employee Stock Ownership Plan — Form 5500 plan (Angelo Iafrate 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, Angelo Iafrate, Inc. Employee Stock Ownership Plan is a benefit plan reported by Angelo Iafrate Inc. under EIN 46-3961478 and plan number 001. The latest loaded filing year is 2023. The filing reports 69 participants and $170,829,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Angelo Iafrate Inc.
- EIN
- 46-3961478
- Plan number
- 001
- Plan type
- 2
- Location
- Warren, MI
- Latest filing year
- 2023
- Participants
- 69
- End-of-year plan assets
- $170,829,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 69 | I | 20240927144633NAL0002251313001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $170,829,400
- Total liabilities (EOY)
- $30,593,989
- Net assets (EOY)
- $140,235,411
- Net assets (BOY)
- $103,844,581
Income & contributions
- Employer contributions
- $1,751,896
- Participant contributions
- $0
- Total income / additions
- $42,734,481
Expenses & distributions
- Benefits paid
- $5,657,983
- Administrative expenses
- $0
- Total expenses
- $6,343,651
- Net increase / (decrease)
- $36,390,830
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.