2023 Form 5500 filing — Antonio Sofo & Son Importing Co. Employees' 401(K) 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 20241003084232NAL0010294833001) for Antonio Sofo & Son Importing Co. Employees' 401(K) Plan, reported by Antonio Sofo & Son Importing Co. under EIN 34-1026558 and plan number 003. It reports 618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003084232NAL0010294833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Antonio Sofo & Son Importing Co.
- EIN
- 34-1026558
- Plan number
- 003
- Location
- Toledo, OH
- Participants
- 618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,742,556
- Total liabilities (EOY)
- $55,556
- Net assets (EOY)
- $18,687,000
- Employer contributions
- $289,786
- Participant contributions
- $1,500,658
- Total income / additions
- $4,857,091
- Benefits paid
- $2,073,701
- Administrative expenses
- $146,327
- Total expenses
- $2,252,577
- Net increase / (decrease)
- $2,604,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $64,981 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $63,062 | $0 |
| Pension Innovations & Consulting | CONTRACT ADMIN | $15,059 | not reported in the loaded dataset |
| Plante And Moran | AUDITOR | $13,125 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $8,509 | $0 |