2023 Form 5500 filing — Retirement Plan For Employees Of Local 338 & Affiliated Funds
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240528135442NAL0021862290002) for Retirement Plan For Employees Of Local 338 & Affiliated Funds, reported by Retail Wholesale & Department Store Local 338 Rwdsu under EIN 13-1215100 and plan number 002. It reports 63 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240528135442NAL0021862290002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Retail Wholesale & Department Store Local 338 Rwdsu
- EIN
- 13-1215100
- Plan number
- 002
- Location
- Mineola, NY
- Participants
- 63
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,759,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,759,641
- Employer contributions
- $782,144
- Participant contributions
- $0
- Total income / additions
- $1,540,576
- Benefits paid
- $349,137
- Administrative expenses
- $0
- Total expenses
- $373,259
- Net increase / (decrease)
- $1,167,317
- Schedule source
- Schedule I