Plan5500

Fondomonte Holdings North America 401(K) Plan — Form 5500 plan (Fondomonte Arizona, LLC)

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, Fondomonte Holdings North America 401(K) Plan is a benefit plan reported by Fondomonte Arizona, LLC under EIN 46-3719054 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $1,244,048 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fondomonte Arizona, LLC
EIN
46-3719054
Plan number
001
Plan type
2
Location
Goodyear, AZ
Latest filing year
2023
Participants
282
End-of-year plan assets
$1,244,048

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023282H, C20240919170710NAL0006257505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,244,048
Net assets (EOY)
$1,244,048
Net assets (BOY)
$873,393

Income & contributions

Employer contributions
$96,594
Participant contributions
$200,523
Total contributions
$297,117
Total income / additions
$451,858

Expenses & distributions

Benefits paid
$64,430
Administrative expenses
$16,773
Total expenses
$81,203
Net increase / (decrease)
$370,655

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Integrated Financial Solutions, PllSERVICE PROVIDER$0$10,5802023

Related Form 5500 pages