Gonsalves & Santucci, Inc. 401(K) Plan — Form 5500 plan (Gonsalves & Santucci, 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, Gonsalves & Santucci, Inc. 401(K) Plan is a benefit plan reported by Gonsalves & Santucci, Inc. under EIN 94-1527989 and plan number 003. The latest loaded filing year is 2023. The filing reports 538 participants and $70,409,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gonsalves & Santucci, Inc.
- EIN
- 94-1527989
- Plan number
- 003
- Plan type
- 2
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 538
- End-of-year plan assets
- $70,409,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 538 | H, C | 20240926120934NAL0001163440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,409,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,409,513
- Net assets (BOY)
- $58,772,452
Income & contributions
- Employer contributions
- $2,353,287
- Participant contributions
- $2,456,668
- Total contributions
- $5,008,362
- Total income / additions
- $15,352,592
Expenses & distributions
- Benefits paid
- $3,564,603
- Administrative expenses
- $123,665
- Total expenses
- $3,715,531
- Net increase / (decrease)
- $11,637,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $99,399 | $0 | 2023 |
| Clifton Larson Allen Wealth Advisor | NONE | $17,325 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $6,721 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gonsalves & Santucci, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Concord, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Clifton Larson Allen Wealth Advisor — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation