2023 Form 5500 filing — Retirement Plan For Officers,Business Reps And Office Employees Of Local 464a
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 20240729150532NAL0041411426001) for Retirement Plan For Officers,Business Reps And Office Employees Of Local 464a, reported by United Food And Commercial Workers International Union Local 464a under EIN 22-1435504 and plan number 002. It reports 100 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729150532NAL0041411426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Food And Commercial Workers International Union Local 464a
- EIN
- 22-1435504
- Plan number
- 002
- Location
- Little Falls, NJ
- Participants
- 100
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,238,491
- Net assets (EOY)
- $13,238,491
- Employer contributions
- $396,215
- Total income / additions
- $2,582,016
- Benefits paid
- $862,384
- Administrative expenses
- $115,853
- Total expenses
- $978,237
- Net increase / (decrease)
- $1,603,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Principal Bank | NONE | $29,391 | not reported in the loaded dataset |