Riccelli Holdings, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Riccelli Holdings, 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, Riccelli Holdings, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Riccelli Holdings, Inc. under EIN 16-1404955 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $7,792,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Riccelli Holdings, Inc.
- EIN
- 16-1404955
- Plan number
- 001
- Plan type
- 2
- Location
- North Syracuse, NY
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $7,792,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20241011160127NAL0045038914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,792,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,792,382
- Net assets (BOY)
- $6,644,688
Income & contributions
- Employer contributions
- $375,975
- Participant contributions
- $475,595
- Total contributions
- $851,570
- Total income / additions
- $1,887,986
Expenses & distributions
- Benefits paid
- $720,250
- Administrative expenses
- $20,042
- Total expenses
- $740,292
- Net increase / (decrease)
- $1,147,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dermody, Burke & Brown Cpa'S, LLC | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Lifetime Benefit Solutions | NONE | $6,806 | $799 | 2023 |
| Voya Retirement Insurance And Annui | NONE | $3,018 | $1,150 | 2023 |
| Morningstar Investment Management | NONE | $218 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Riccelli Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in North Syracuse, NY
- Dermody, Burke & Brown Cpa'S, LLC — Schedule C compensation
- Lifetime Benefit Solutions — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation