2023 Form 5500 filing — Iovino Enterprises, LLC 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 20241008145257NAL0008485491001) for Iovino Enterprises, LLC 401(K) Plan, reported by Iovino Enterprises, LLC under EIN 20-4146220 and plan number 001. It reports 450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008145257NAL0008485491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iovino Enterprises, LLC
- EIN
- 20-4146220
- Plan number
- 001
- Location
- Great Neck, NY
- Participants
- 450
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,126,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,126,671
- Employer contributions
- $2,526,617
- Participant contributions
- $3,691,685
- Total income / additions
- $13,335,457
- Benefits paid
- $2,655,002
- Administrative expenses
- $98,882
- Total expenses
- $2,753,884
- Net increase / (decrease)
- $10,581,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $49,377 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $36,678 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $12,827 | not reported in the loaded dataset |