2023 Form 5500 filing — Castellini Employee Savings And 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 20241015141130NAL0048326672001) for Castellini Employee Savings And Profit Sharing Plan, reported by Castellini Company LLC under EIN 76-0720073 and plan number 001. It reports 2,224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141130NAL0048326672001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Castellini Company LLC
- EIN
- 76-0720073
- Plan number
- 001
- Location
- Newport, KY
- Participants
- 2,224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,927,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,927,010
- Employer contributions
- $1,488,100
- Participant contributions
- $3,829,273
- Total income / additions
- $12,825,898
- Benefits paid
- $10,569,072
- Administrative expenses
- $268,198
- Total expenses
- $10,844,435
- Net increase / (decrease)
- $1,981,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $130,511 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $125,116 | $0 |
| Fifth Third Bank | NONE | $0 | $0 |