2023 Form 5500 filing — Local 1804-1 Pension 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 20241015210105NAL0029664017001) for Local 1804-1 Pension Plan, reported by Local 1804-1 Ila under EIN 13-5658346 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015210105NAL0029664017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Local 1804-1 Ila
- EIN
- 13-5658346
- Plan number
- 001
- Location
- North Bergen, NJ
- Participants
- 15
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,218,740
- Total liabilities (EOY)
- $34,142
- Net assets (EOY)
- $11,184,598
- Total income / additions
- $2,112,437
- Benefits paid
- $409,703
- Administrative expenses
- $126,037
- Total expenses
- $546,100
- Net increase / (decrease)
- $1,566,337
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo | INVSTMENT ADVISOR RELATED | $97,097 | not reported in the loaded dataset |
| Savasta & Company, Inc. | NONE | $22,000 | not reported in the loaded dataset |