2023 Form 5500 filing — Catania-Spagna Corporation Profit Sharing & 401(K) Plan & Trust
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 20240918125502NAL0001709155001) for Catania-Spagna Corporation Profit Sharing & 401(K) Plan & Trust, reported by Catania-Spagna Corporation under EIN 04-2056795 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918125502NAL0001709155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catania-Spagna Corporation
- EIN
- 04-2056795
- Plan number
- 001
- Location
- Ayer, MA
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,888,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,888,029
- Employer contributions
- $729,853
- Participant contributions
- $926,774
- Total income / additions
- $5,354,546
- Benefits paid
- $1,605,065
- Administrative expenses
- $17,738
- Total expenses
- $1,622,803
- Net increase / (decrease)
- $3,731,743
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Financial Services LLC | N/A | $10,608 | not reported in the loaded dataset |
| Sentinel Benefits Group, Inc. | N/A | $7,130 | not reported in the loaded dataset |