Airoldi Brothers, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Airoldi Brothers, 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, Airoldi Brothers, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Airoldi Brothers, Inc. under EIN 39-0834611 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $7,539,050 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Airoldi Brothers, Inc.
EIN
39-0834611
Plan number
001
Plan type
2
Location
Oak Creek, WI
Latest filing year
2023
Participants
371
End-of-year plan assets
$7,539,050

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023371H, C20241002130915NAL0004029907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,539,050
Total liabilities (EOY)
$0
Net assets (EOY)
$7,539,050
Net assets (BOY)
$5,534,685

Income & contributions

Employer contributions
$462,087
Participant contributions
$1,067,546
Total contributions
$1,547,068
Total income / additions
$2,438,260

Expenses & distributions

Benefits paid
$387,211
Administrative expenses
$46,684
Total expenses
$433,895
Net increase / (decrease)
$2,004,365

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$25,021not reported in the loaded dataset2023
Northwestern Mutual Wealth ManagemeNONE$21,658not reported in the loaded dataset2023

Related Form 5500 pages