Biagi Bros., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Biagi Bros., 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, Biagi Bros., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Biagi Bros., Inc. under EIN 91-1395542 and plan number 001. The latest loaded filing year is 2023. The filing reports 826 participants and $30,173,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Biagi Bros., Inc.
- EIN
- 91-1395542
- Plan number
- 001
- Plan type
- 2
- Location
- Napa, CA
- Latest filing year
- 2023
- Participants
- 826
- End-of-year plan assets
- $30,173,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 826 | H, C | 20241011165249NAL0037762352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,173,469
- Total liabilities (EOY)
- $57,610
- Net assets (EOY)
- $30,115,859
- Net assets (BOY)
- $26,184,104
Income & contributions
- Employer contributions
- $511,667
- Participant contributions
- $1,522,702
- Total contributions
- $2,039,353
- Total income / additions
- $5,913,021
Expenses & distributions
- Benefits paid
- $1,841,670
- Administrative expenses
- $89,297
- Total expenses
- $1,981,266
- Net increase / (decrease)
- $3,931,755
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Advocates Investment Mana | INVESTMENT ADVISOR | $48,759 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $40,538 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Biagi Bros., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Napa, CA
- Financial Advocates Investment Mana — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation