2023 Form 5500 filing — The 401(K) Savings Plan & Trust For Union Employee
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 20240916152228NAL0004282386001) for The 401(K) Savings Plan & Trust For Union Employee, reported by Clendenin Brothers, Inc. under EIN 52-0274470 and plan number 002. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916152228NAL0004282386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clendenin Brothers, Inc.
- EIN
- 52-0274470
- Plan number
- 002
- Location
- Baltimore, MD
- Participants
- 70
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,196,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,196,744
- Employer contributions
- $114,826
- Participant contributions
- $47,013
- Total income / additions
- $312,777
- Benefits paid
- $148,611
- Administrative expenses
- $4,956
- Total expenses
- $163,099
- Net increase / (decrease)
- $149,678
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $43,100 | not reported in the loaded dataset |
| Bank Of America | NONE | $39,668 | $0 |
| Bank Of America | NONE | $8,459 | $0 |