Posillico 401(K) Profit Sharing Plan — Form 5500 plan (Posillico Civil, 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, Posillico 401(K) Profit Sharing Plan is a benefit plan reported by Posillico Civil, Inc. under EIN 11-1529032 and plan number 003. The latest loaded filing year is 2023. The filing reports 300 participants and $50,046,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Posillico Civil, Inc.
- EIN
- 11-1529032
- Plan number
- 003
- Plan type
- 2
- Location
- Farmingdale, NY
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $50,046,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20240903104939NAL0018463729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,046,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,046,192
- Net assets (BOY)
- $38,803,984
Income & contributions
- Employer contributions
- $2,483,543
- Participant contributions
- $2,662,242
- Total contributions
- $5,582,949
- Total income / additions
- $12,789,409
Expenses & distributions
- Benefits paid
- $1,407,823
- Administrative expenses
- $129,055
- Total expenses
- $1,547,201
- Net increase / (decrease)
- $11,242,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ampf Holding Corporation | INVESTMENT ADVISOR | $60,366 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $49,314 | $0 | 2023 |
| Leafhouse Financial Advisors LLC | ADVISOR | $19,435 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Posillico Civil, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Farmingdale, NY
- Ampf Holding Corporation — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation