Palermo Villa, Inc. 401(K) Plan — Form 5500 plan (Palermo Villa, 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, Palermo Villa, Inc. 401(K) Plan is a benefit plan reported by Palermo Villa, Inc. under EIN 39-1035704 and plan number 002. The latest loaded filing year is 2023. The filing reports 952 participants and $30,356,602 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Palermo Villa, Inc.
EIN
39-1035704
Plan number
002
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
952
End-of-year plan assets
$30,356,602

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023952H, C20240807114326NAL0006259472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,356,602
Total liabilities (EOY)
$0
Net assets (EOY)
$30,356,602
Net assets (BOY)
$23,101,631

Income & contributions

Employer contributions
$1,404,594
Participant contributions
$2,730,687
Total contributions
$4,738,043
Total income / additions
$9,198,830

Expenses & distributions

Benefits paid
$1,830,878
Administrative expenses
$112,981
Total expenses
$1,943,859
Net increase / (decrease)
$7,254,971

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$72,307$02023
Creative Planning, Inc.INVESTMENT ADVISORY$35,776$122023
Vrakas S.C.ACCOUNTANT$4,898$6,9792023

Related Form 5500 pages