The Castellini Company Retirement 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, The Castellini Company Retirement Plan is a benefit plan reported by Castellini Company LLC under EIN 76-0720073 and plan number 002. The latest loaded filing year is 2023. The filing reports 268 participants and $10,071,596 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
- 002
- Plan type
- 2
- Location
- Newport, KY
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $10,071,596
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241001091213NAL0003153571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,071,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,071,596
- Net assets (BOY)
- $9,522,910
Income & contributions
- Employer contributions
- $658,294
- Participant contributions
- $17,457
- Total contributions
- $675,751
- Total income / additions
- $2,047,512
Expenses & distributions
- Benefits paid
- $1,237,342
- Administrative expenses
- $261,484
- Total expenses
- $1,498,826
- Net increase / (decrease)
- $548,686
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Bank | NONE | $62,449 | not reported in the loaded dataset | 2023 |