Plan5500

2023 Form 5500 filing — Teamsters Local Union 299 Multi Employer 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 20241015151510NAL0014938867005) for Teamsters Local Union 299 Multi Employer 401(K) Plan, reported by Teamsters Local Union 299 under EIN 38-0679250 and plan number 001. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015151510NAL0014938867005
Filing year
2023
Form type
1
Plan sponsor
Teamsters Local Union 299
EIN
38-0679250
Plan number
001
Location
Detroit, MI
Participants
424
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,416,362
Total liabilities (EOY)
$33,876
Net assets (EOY)
$7,382,486
Employer contributions
$137,178
Participant contributions
$236,024
Total income / additions
$1,282,450
Benefits paid
$277,420
Administrative expenses
$92,559
Total expenses
$418,450
Net increase / (decrease)
$864,000
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sentinel Benefits & Financial GroupRECORDKEEPER$34,959not reported in the loaded dataset
Lotito & Lazzara, P.C.AUDITOR$25,000not reported in the loaded dataset
Cygnet Financial Planning, Inc.INVESTMENT ADVISOR$8,593not reported in the loaded dataset
Fiduciary Firewall ConsultingCONSULTANT$6,243not reported in the loaded dataset
Fidelity InvestmentsCUSTODIAN$5,043not reported in the loaded dataset
Corporate Plan Administrators, Inc.THIRD PARTY ADMINISTRATOR$4,800not reported in the loaded dataset
Varnum LlpLEGAL$567not reported in the loaded dataset

Related Form 5500 pages