2023 Form 5500 filing — Wine And Liquor Salesmen Of Nj Retirement Plan
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 20240709130200NAL0015419905002) for Wine And Liquor Salesmen Of Nj Retirement Plan, reported by Trustees-Wine And Liquor Salesmen Of Nj Retirement Fund under EIN 22-1546279 and plan number 001. It reports 609 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709130200NAL0015419905002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees-Wine And Liquor Salesmen Of Nj Retirement Fund
- EIN
- 22-1546279
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 609
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $774,763
- Total liabilities (EOY)
- $11,942
- Net assets (EOY)
- $762,821
- Total income / additions
- $2,327,111
- Benefits paid
- $2,246,312
- Administrative expenses
- $71,212
- Total expenses
- $2,317,524
- Net increase / (decrease)
- $9,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $45,500 | not reported in the loaded dataset |
| David A Gerson Cpa & Assoc Pc | NONE | $16,000 | not reported in the loaded dataset |