2023 Form 5500 filing — Bakery And Sales Drivers' Local 33 Partitioned Pen
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 20241114085110NAL0039355826005) for Bakery And Sales Drivers' Local 33 Partitioned Pen, reported by Board Of Trustees Of Bakery And Sales Drivers' Local 33 Part Pen F under EIN 37-6561427 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114085110NAL0039355826005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Bakery And Sales Drivers' Local 33 Part Pen F
- EIN
- 37-6561427
- Plan number
- 001
- Location
- Mount Laurel, NJ
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $164,076
- Total liabilities (EOY)
- $28,651
- Net assets (EOY)
- $135,425
- Total income / additions
- $1,227,700
- Benefits paid
- $1,197,946
- Administrative expenses
- $97,038
- Total expenses
- $1,294,984
- Net increase / (decrease)
- -$67,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Administrators & Consultants | NONE | $35,860 | not reported in the loaded dataset |
| Sarfino And Rhoades, Llp | NONE | $16,500 | not reported in the loaded dataset |
| Larry Magarik, Esq | NONE | $12,910 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $10,000 | not reported in the loaded dataset |