Castellini Employee Savings And Profit Sharing Plan — Form 5500 plan (Castellini Company 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, Castellini Employee Savings And Profit Sharing Plan is a benefit plan reported by Castellini Company LLC under EIN 76-0720073 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,224 participants and $50,927,010 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Castellini Company LLC
EIN
76-0720073
Plan number
001
Plan type
3
Location
Newport, KY
Latest filing year
2023
Participants
2,224
End-of-year plan assets
$50,927,010

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,224H, C20241015141130NAL0048326672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,927,010
Total liabilities (EOY)
$0
Net assets (EOY)
$50,927,010
Net assets (BOY)
$48,945,547

Income & contributions

Employer contributions
$1,488,100
Participant contributions
$3,829,273
Total contributions
$5,812,038
Total income / additions
$12,825,898

Expenses & distributions

Benefits paid
$10,569,072
Administrative expenses
$268,198
Total expenses
$10,844,435
Net increase / (decrease)
$1,981,463

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$130,511$02023
Empower Advisory Group, LLCINVESTMENT MGMT$125,116$02023
Fifth Third BankNONE$0$02023

Related Form 5500 pages