Cantella & Co., Inc. 401(K) Savings Plan — Form 5500 plan (Cantella & Co., Inc.)
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, Cantella & Co., Inc. 401(K) Savings Plan is a benefit plan reported by Cantella & Co., Inc. under EIN 04-2670968 and plan number 001. The latest loaded filing year is 2023. The filing reports 42 participants and $4,725,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cantella & Co., Inc.
- EIN
- 04-2670968
- Plan number
- 001
- Plan type
- 2
- Location
- Malden, MA
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $4,725,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20241018180707NAL0019390803001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,725,465
- Net assets (EOY)
- $4,725,465
- Net assets (BOY)
- $4,480,696
Income & contributions
- Participant contributions
- $143,123
- Total income / additions
- $1,379,201
Expenses & distributions
- Benefits paid
- $1,131,120
- Total expenses
- $1,134,432
- Net increase / (decrease)
- $244,769
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.