Plan5500

Costello, Inc. 401(K) Plan — Form 5500 plan (Costello, 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, Costello, Inc. 401(K) Plan is a benefit plan reported by Costello, Inc. under EIN 76-0341570 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $23,263,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Costello, Inc.
EIN
76-0341570
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
218
End-of-year plan assets
$23,263,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20240905105033NAL0038567552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,263,088
Total liabilities (EOY)
$0
Net assets (EOY)
$23,263,088
Net assets (BOY)
$21,303,035

Income & contributions

Employer contributions
$568,077
Participant contributions
$1,183,971
Total contributions
$2,049,815
Total income / additions
$5,467,799

Expenses & distributions

Benefits paid
$3,439,478
Administrative expenses
$68,268
Total expenses
$3,507,746
Net increase / (decrease)
$1,960,053

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oppenheimer & Co. Inc.RETAINED BY EMPLOYER$44,964not reported in the loaded dataset2023
John Hancock Retirement Plan ServicRETAINED BY EMPLOYER$23,304$02023

Related Form 5500 pages