Iovino Enterprises, LLC 401(K) Plan — Form 5500 plan (Iovino Enterprises, LLC)
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, Iovino Enterprises, LLC 401(K) Plan is a benefit plan reported by Iovino Enterprises, LLC under EIN 20-4146220 and plan number 001. The latest loaded filing year is 2023. The filing reports 450 participants and $40,126,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iovino Enterprises, LLC
- EIN
- 20-4146220
- Plan number
- 001
- Plan type
- 2
- Location
- Great Neck, NY
- Latest filing year
- 2023
- Participants
- 450
- End-of-year plan assets
- $40,126,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 450 | H, C | 20241008145257NAL0008485491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,126,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,126,671
- Net assets (BOY)
- $29,545,098
Income & contributions
- Employer contributions
- $2,526,617
- Participant contributions
- $3,691,685
- Total contributions
- $7,430,553
- Total income / additions
- $13,335,457
Expenses & distributions
- Benefits paid
- $2,655,002
- Administrative expenses
- $98,882
- Total expenses
- $2,753,884
- Net increase / (decrease)
- $10,581,573
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $49,377 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $36,678 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,827 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iovino Enterprises, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Great Neck, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation