2023 Form 5500 filing — Posillico 401(K) 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 20240903104939NAL0018463729001) for Posillico 401(K) Profit Sharing Plan, reported by Posillico Civil, Inc. under EIN 11-1529032 and plan number 003. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903104939NAL0018463729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Posillico Civil, Inc.
- EIN
- 11-1529032
- Plan number
- 003
- Location
- Farmingdale, NY
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,046,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,046,192
- Employer contributions
- $2,483,543
- Participant contributions
- $2,662,242
- Total income / additions
- $12,789,409
- Benefits paid
- $1,407,823
- Administrative expenses
- $129,055
- Total expenses
- $1,547,201
- Net increase / (decrease)
- $11,242,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ampf Holding Corporation | INVESTMENT ADVISOR | $60,366 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $49,314 | $0 |
| Leafhouse Financial Advisors LLC | ADVISOR | $19,435 | not reported in the loaded dataset |