2023 Form 5500 filing — Leonard S. Fiore, Inc. Savings And Prevailing Wage 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 20241014144239NAL0027590817001) for Leonard S. Fiore, Inc. Savings And Prevailing Wage Plan, reported by Leonard S. Fiore, Inc. under EIN 25-1182956 and plan number 002. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144239NAL0027590817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leonard S. Fiore, Inc.
- EIN
- 25-1182956
- Plan number
- 002
- Location
- Altoona, PA
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,996,464
- Net assets (EOY)
- $22,996,464
- Employer contributions
- $2,088,277
- Participant contributions
- $730,200
- Total income / additions
- $5,643,767
- Benefits paid
- $3,229,937
- Administrative expenses
- $59,091
- Total expenses
- $3,400,385
- Net increase / (decrease)
- $2,243,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hefren-Tillotson Inc | INVESTMENT ADVISOR | $57,662 | $0 |
| Metro Benefits Inc | CONTRACT ADMIN | $17,737 | $0 |
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $5,376 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |