Plan5500

V. Marchese, Inc. Profit Sharing Plan — Form 5500 plan (V. Marchese, 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, V. Marchese, Inc. Profit Sharing Plan is a benefit plan reported by V. Marchese, Inc. under EIN 39-1164834 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $4,187,025 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
V. Marchese, Inc.
EIN
39-1164834
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
234
End-of-year plan assets
$4,187,025

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241014105114NAL0013160435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,187,025
Total liabilities (EOY)
$0
Net assets (EOY)
$4,187,025
Net assets (BOY)
$3,942,099

Income & contributions

Total contributions
$0
Total income / additions
$536,341

Expenses & distributions

Benefits paid
$261,727
Administrative expenses
$29,688
Total expenses
$291,415
Net increase / (decrease)
$244,926

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co Of AmRECORDKEEPER$25,532$02023
Morgan Stanley Smith Barney LLCBROKER/ADVISER$0$15,7602023
Sikich LlpCONTRACT ADMIN$3,531not reported in the loaded dataset2023
Envestnet Retirement SolutionsINVESTMENT ADVISOR$605not reported in the loaded dataset2023
Morgan Stanley Insurance ServicesBROKER/ADVISER$0$1232023
Empower Advisory Group, LLCINVESTMENT MGMT$20not reported in the loaded dataset2023

Related Form 5500 pages