2023 Form 5500 filing — Ufcw Union Local 1049 Retirement Fund
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 20240624091201NAL0008011744001) for Ufcw Union Local 1049 Retirement Fund, reported by Ufcw Union Local 1049 Retirement Fund under EIN 22-1468736 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624091201NAL0008011744001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Union Local 1049 Retirement Fund
- EIN
- 22-1468736
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,853
- Total liabilities (EOY)
- $26,090
- Net assets (EOY)
- $67,763
- Total income / additions
- $194,600
- Benefits paid
- $178,588
- Administrative expenses
- $53,440
- Total expenses
- $232,028
- Net increase / (decrease)
- -$37,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ie Shaffer & Co | NONE | $22,450 | not reported in the loaded dataset |
| David A Gerson Cpa & Assoc Pc | NONE | $16,000 | not reported in the loaded dataset |
| Oransky, Scaraggi, Borg Esq | NONE | not reported in the loaded dataset | not reported in the loaded dataset |