Fiore & Sons, Inc. 401(K) Plan — Form 5500 plan (Fiore & Sons, 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, Fiore & Sons, Inc. 401(K) Plan is a benefit plan reported by Fiore & Sons, Inc. under EIN 84-0789161 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $18,335,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fiore & Sons, Inc.
- EIN
- 84-0789161
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $18,335,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20241009111426NAL0032503088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,335,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,335,250
- Net assets (BOY)
- $14,827,857
Income & contributions
- Employer contributions
- $657,755
- Participant contributions
- $1,986,169
- Total contributions
- $2,883,870
- Total income / additions
- $5,368,232
Expenses & distributions
- Benefits paid
- $1,749,313
- Administrative expenses
- $111,394
- Total expenses
- $1,860,839
- Net increase / (decrease)
- $3,507,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $106,704 | $0 | 2023 |
| Legacy Benefit Services | CONTRACT ADMINISTRATOR | $4,690 | $485 | 2023 |
| Lpl Financial Corporation | OTHER SERVICES | $0 | $2,426 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISOR | $0 | $0 | 2023 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fiore & Sons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Principal Life Insurance Company — Schedule C compensation
- Legacy Benefit Services — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation