Plan5500

D'Arcangelo & Co., Llp 401(K) Profit Sharing Plan — Form 5500 plan (D'Arcangelo & Co., Llp)

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, D'Arcangelo & Co., Llp 401(K) Profit Sharing Plan is a benefit plan reported by D'Arcangelo & Co., Llp under EIN 13-2550103 and plan number 002. The latest loaded filing year is 2023. The filing reports 122 participants and $28,033,358 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
D'Arcangelo & Co., Llp
EIN
13-2550103
Plan number
002
Plan type
2
Location
Rome, NY
Latest filing year
2023
Participants
122
End-of-year plan assets
$28,033,358

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20240927101247NAL0001124803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,033,358
Total liabilities (EOY)
$0
Net assets (EOY)
$28,033,358
Net assets (BOY)
$24,872,524

Income & contributions

Employer contributions
$364,218
Participant contributions
$496,534
Total contributions
$860,752
Total income / additions
$4,534,424

Expenses & distributions

Benefits paid
$1,302,115
Administrative expenses
$71,475
Total expenses
$1,373,590
Net increase / (decrease)
$3,160,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Plan Consultants, LLCTPA & RECORDKEEPERS$36,220not reported in the loaded dataset2023
D'Arcangelo & Co., LlpADVISOR$25,111not reported in the loaded dataset2023
Wealth Management, LLCNONE$10,044not reported in the loaded dataset2023

Related Form 5500 pages