Catania-Spagna Corporation Profit Sharing & 401(K) Plan & Trust — Form 5500 plan (Catania-Spagna Corporation)
Plain-English plan 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, Catania-Spagna Corporation Profit Sharing & 401(K) Plan & Trust is a benefit plan reported by Catania-Spagna Corporation under EIN 04-2056795 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $24,888,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catania-Spagna Corporation
- EIN
- 04-2056795
- Plan number
- 001
- Plan type
- 2
- Location
- Ayer, MA
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $24,888,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20240918125502NAL0001709155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,888,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,888,029
- Net assets (BOY)
- $21,156,286
Income & contributions
- Employer contributions
- $729,853
- Participant contributions
- $926,774
- Total contributions
- $1,842,141
- Total income / additions
- $5,354,546
Expenses & distributions
- Benefits paid
- $1,605,065
- Administrative expenses
- $17,738
- Total expenses
- $1,622,803
- Net increase / (decrease)
- $3,731,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Financial Services LLC | N/A | $10,608 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, Inc. | N/A | $7,130 | not reported in the loaded dataset | 2023 |