Gargiulo, Inc. Savings And Investment Plan — Form 5500 plan (Gargiulo, 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, Gargiulo, Inc. Savings And Investment Plan is a benefit plan reported by Gargiulo, Inc. under EIN 43-1627149 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $6,401,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gargiulo, Inc.
- EIN
- 43-1627149
- Plan number
- 001
- Plan type
- 2
- Location
- Naples, FL
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $6,401,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20241001083220NAL0011191504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,401,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,401,053
- Net assets (BOY)
- $5,107,924
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $233,298
- Total contributions
- $233,298
- Total income / additions
- $1,407,604
Expenses & distributions
- Benefits paid
- $73,322
- Administrative expenses
- $41,153
- Total expenses
- $114,475
- Net increase / (decrease)
- $1,293,129
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | FINANCIAL ADVISOR | $0 | $20,178 | 2023 |
| R. J. L. Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $75 | $2,833 | 2023 |
| Wilshire Associates, Inc. | INVESTMENT ADVISOR | $0 | $1,153 | 2023 |
| John Hancock Life Insurance Co. Usa | RECORDKEEPER | $108 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gargiulo, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Naples, FL
- Edward D. Jones & Co., L.P. — Schedule C compensation
- R. J. L. Pension Services, Inc. — Schedule C compensation
- Wilshire Associates, Inc. — Schedule C compensation
- John Hancock Life Insurance Co. Usa — Schedule C compensation