2023 Form 5500 filing — U. A. Local No. 159 Defined Contribution 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 20241014113148NAL0027157553001) for U. A. Local No. 159 Defined Contribution Plan, reported by Board Of Trustees Of U.A. Local No. 159 Defined Contribution Plan under EIN 94-2859426 and plan number 003. It reports 881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113148NAL0027157553001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of U.A. Local No. 159 Defined Contribution Plan
- EIN
- 94-2859426
- Plan number
- 003
- Location
- Dublin, CA
- Participants
- 881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,897,514
- Total liabilities (EOY)
- $11,640
- Net assets (EOY)
- $76,885,874
- Employer contributions
- $1,250,930
- Participant contributions
- $716,560
- Total income / additions
- $9,236,393
- Benefits paid
- $3,275,710
- Administrative expenses
- $143,827
- Total expenses
- $3,419,537
- Net increase / (decrease)
- $5,816,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Withumsmith+Brown, Pc | NONE | $34,423 | not reported in the loaded dataset |
| Kraw & Kraw Group Apc | NONE | $31,113 | not reported in the loaded dataset |
| Alan D. Biller And Associates | NONE | $25,000 | not reported in the loaded dataset |
| Health Srvcs & Benefit Administrati | NONE | $21,900 | not reported in the loaded dataset |
| U.A. Local 159 | PLAN SPONSOR | $6,192 | not reported in the loaded dataset |