2023 Form 5500 filing — Ilwu 401(K) Savings 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 20241002154034NAL0017768706001) for Ilwu 401(K) Savings Plan, reported by International Longshore And Warehouse Union under EIN 94-0577594 and plan number 004. It reports 59 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$7.8MReported net assets$7,823,025
Participants59
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002154034NAL0017768706001
Plan sponsor
International Longshore And Warehouse Union
EIN
94-0577594
Plan number
004
Location
San Francisco, CA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$40K
Benefits paid / distributions$39.8K
Contributions
Employer$185.8K
Participant$367.6K
Full reported line items
Total assets (EOY)
$7,823,025
Total liabilities (EOY)
$0
Net assets (EOY)
$7,823,025
Employer contributions
$185,835
Participant contributions
$367,645
Total income / additions
$1,468,679
Benefits paid
$39,756
Administrative expenses
$200
Total expenses
$39,956
Net increase / (decrease)
$1,428,723

Related Form 5500 pages