2023 Form 5500 filing — United Association General Officers And Employees 401(K) 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 20240904125923NAL0036492560001) for United Association General Officers And Employees 401(K) Plan, reported by United Association Of Journeymen And Apprentices under EIN 53-0159020 and plan number 003. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.3MReported net assets$18,293,284
Participants134
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240904125923NAL0036492560001
Plan sponsor
United Association Of Journeymen And Apprentices
EIN
53-0159020
Plan number
003
Location
Annapolis, MD
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.3M total assets
Net assets$18.3MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
EmployerNot reported
Participant$1.3M
Full reported line items
Total assets (EOY)
$18,293,284
Total liabilities (EOY)
$0
Net assets (EOY)
$18,293,284
Participant contributions
$1,294,594
Total income / additions
$4,388,142
Benefits paid
$1,854,332
Administrative expenses
$3,030
Total expenses
$1,857,362
Net increase / (decrease)
$2,530,780

Related Form 5500 pages