Michael J. Antonello And Associates, Ltd. Esop Plan And Trust — Form 5500 plan (Michael J. Antonello & Assoc., Ltd Antonello)
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, Michael J. Antonello And Associates, Ltd. Esop Plan And Trust is a benefit plan reported by Michael J. Antonello & Assoc., Ltd Antonello under EIN 41-1923362 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $10,240,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michael J. Antonello & Assoc., Ltd Antonello
- EIN
- 41-1923362
- Plan number
- 001
- Plan type
- 2
- Location
- New Brighton, MN
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $10,240,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241010120009NAL0020031889007 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,240,306
- Net assets (EOY)
- $10,240,306
- Net assets (BOY)
- $10,362,457
Income & contributions
- Total income / additions
- -$122,151
Expenses & distributions
- Net increase / (decrease)
- -$122,151
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.