2023 Form 5500 filing — V. Marchese, Inc. 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 20241014105114NAL0013160435001) for V. Marchese, Inc. Profit Sharing Plan, reported by V. Marchese, Inc. under EIN 39-1164834 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105114NAL0013160435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- V. Marchese, Inc.
- EIN
- 39-1164834
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,187,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,187,025
- Total income / additions
- $536,341
- Benefits paid
- $261,727
- Administrative expenses
- $29,688
- Total expenses
- $291,415
- Net increase / (decrease)
- $244,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $25,532 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $15,760 |
| Sikich Llp | CONTRACT ADMIN | $3,531 | not reported in the loaded dataset |
| Envestnet Retirement Solutions | INVESTMENT ADVISOR | $605 | not reported in the loaded dataset |
| Morgan Stanley Insurance Services | BROKER/ADVISER | $0 | $123 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20 | not reported in the loaded dataset |