2023 Form 5500 filing — D'Allessandro Corp. 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 20241004144609NAL0006787555001) for D'Allessandro Corp. 401(K) Profit Sharing Plan, reported by D'Allessandro Corp. under EIN 04-2958565 and plan number 002. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004144609NAL0006787555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- D'Allessandro Corp.
- EIN
- 04-2958565
- Plan number
- 002
- Location
- West Bridgewater, MA
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,513,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,513,406
- Employer contributions
- $550,149
- Participant contributions
- $318,984
- Total income / additions
- $2,310,119
- Benefits paid
- $958,822
- Administrative expenses
- $59,779
- Total expenses
- $1,030,829
- Net increase / (decrease)
- $1,279,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $37,675 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $22,798 | not reported in the loaded dataset |