Plan5500

2023 Form 5500 filing — Local 52 401 (K) Fund

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 20241012110201NAL0023393761003) for Local 52 401 (K) Fund, reported by Board Of Trustees Of Local 52 under EIN 13-4059105 and plan number 005. It reports 5,956 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241012110201NAL0023393761003
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of Local 52
EIN
13-4059105
Plan number
005
Location
Lynbrook, NY
Participants
5,956
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$493,806,996
Total liabilities (EOY)
$2,905,045
Net assets (EOY)
$490,901,951
Participant contributions
$17,688,544
Total income / additions
$93,629,158
Benefits paid
$22,945,764
Administrative expenses
$340,364
Total expenses
$24,069,866
Net increase / (decrease)
$69,559,292
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Spivak Lipton, LlpRELATED UNION'S ATTORNEY$87,942not reported in the loaded dataset
Administrative Services OnlyNONE$42,000not reported in the loaded dataset
Gould, Kobrick & Schlapp, P.C.RELATED UNION'S AUDITOR$31,788not reported in the loaded dataset
Segal Marco AdvisorsNONE$31,261not reported in the loaded dataset
Empower Life & Annuity InsuranceRECORDKEEPER$31,038not reported in the loaded dataset
The Segal CompanyNONE$27,881not reported in the loaded dataset
Kobgo Associates IncNONE$5,720not reported in the loaded dataset

Related Form 5500 pages