2023 Form 5500 filing — Western New York Teamsters 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 20241015094719NAL0029171265001) for Western New York Teamsters 401(K) Plan, reported by Teamsters Local No. 264 under EIN 16-1334019 and plan number 001. It reports 899 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094719NAL0029171265001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local No. 264
- EIN
- 16-1334019
- Plan number
- 001
- Location
- Cheektowaga, NY
- Participants
- 899
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,220,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,220,007
- Employer contributions
- $1,163,450
- Participant contributions
- $760,969
- Total income / additions
- $6,414,422
- Benefits paid
- $4,643,057
- Administrative expenses
- $162,658
- Total expenses
- $4,805,715
- Net increase / (decrease)
- $1,608,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Apfs Wealth Management | ADVISORY | $71,533 | not reported in the loaded dataset |
| American Trust Company | TRUSTEE | $68,422 | $0 |
| Teamsters Local 264 | FD OFFICE ADMINISTRATOR | $14,955 | not reported in the loaded dataset |
| Lipsitz Green Scrime Cambria, Llp | ATTORNEY | $3,364 | not reported in the loaded dataset |