Cello & Maudru Construction Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Cello & Maudru Construction Company, 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, Cello & Maudru Construction Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Cello & Maudru Construction Company, Inc. under EIN 93-0946055 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $10,616,276 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cello & Maudru Construction Company, Inc.
EIN
93-0946055
Plan number
001
Plan type
2
Location
Napa, CA
Latest filing year
2023
Participants
176
End-of-year plan assets
$10,616,276

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20241014143553NAL0046383440001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,616,276
Total liabilities (EOY)
$0
Net assets (EOY)
$10,616,276
Net assets (BOY)
$7,871,927

Income & contributions

Employer contributions
$446,987
Participant contributions
$1,338,648
Total contributions
$1,837,126
Total income / additions
$3,217,593

Expenses & distributions

Benefits paid
$421,816
Administrative expenses
$50,918
Total expenses
$473,244
Net increase / (decrease)
$2,744,349

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Portico Wealth AdvisorsADVISOR$29,167not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$17,308$02023

Related Form 5500 pages