2023 Form 5500 filing — George E. Delallo Co., Inc. Salary-Reduction And Profit-Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701150856NAL0002945059001) for George E. Delallo Co., Inc. Salary-Reduction And Profit-Sharing Plan, reported by George E. Delallo Co., Inc. under EIN 25-1127339 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701150856NAL0002945059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- George E. Delallo Co., Inc.
- EIN
- 25-1127339
- Plan number
- 001
- Location
- Mt. Pleasant, PA
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,654,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,654,596
- Employer contributions
- $439,664
- Participant contributions
- $1,231,348
- Total income / additions
- $4,335,533
- Benefits paid
- $1,689,228
- Administrative expenses
- $118,943
- Total expenses
- $1,808,171
- Net increase / (decrease)
- $2,527,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $71,170 | $0 |
| Kestra Advisory Services LLC | NONE | $47,769 | not reported in the loaded dataset |