2023 Form 5500 filing — The Union League Club 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 20241015064023NAL0015913859001) for The Union League Club 401(K) Plan, reported by The Union League Club under EIN 13-1423100 and plan number 002. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015064023NAL0015913859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Union League Club
- EIN
- 13-1423100
- Plan number
- 002
- Location
- New York, NY
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,648,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,648,511
- Employer contributions
- $177,515
- Participant contributions
- $527,670
- Total income / additions
- $2,254,958
- Benefits paid
- $593,823
- Administrative expenses
- $5,377
- Total expenses
- $601,792
- Net increase / (decrease)
- $1,653,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,242 | $0 |
| Equity Services, Inc. | OTHER SERVICES | $0 | $833 |