2023 Form 5500 filing — Riccelli Holdings, Inc. 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 20241011160127NAL0045038914001) for Riccelli Holdings, Inc. 401(K) & Profit Sharing Plan, reported by Riccelli Holdings, Inc. under EIN 16-1404955 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160127NAL0045038914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Riccelli Holdings, Inc.
- EIN
- 16-1404955
- Plan number
- 001
- Location
- North Syracuse, NY
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,792,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,792,382
- Employer contributions
- $375,975
- Participant contributions
- $475,595
- Total income / additions
- $1,887,986
- Benefits paid
- $720,250
- Administrative expenses
- $20,042
- Total expenses
- $740,292
- Net increase / (decrease)
- $1,147,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dermody, Burke & Brown Cpa'S, LLC | NONE | $10,000 | not reported in the loaded dataset |
| Lifetime Benefit Solutions | NONE | $6,806 | $799 |
| Voya Retirement Insurance And Annui | NONE | $3,018 | $1,150 |
| Morningstar Investment Management | NONE | $218 | not reported in the loaded dataset |