2023 Form 5500 filing — Profit Sharing & 401(K) Retirement Plan Local 567
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 20250114141439NAL0011683635001) for Profit Sharing & 401(K) Retirement Plan Local 567, reported by Board Directors Of Profit Sharing & 401(K) Retirement Plan Local 567 under EIN 01-0439781 and plan number 002. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114141439NAL0011683635001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Directors Of Profit Sharing & 401(K) Retirement Plan Local 567
- EIN
- 01-0439781
- Plan number
- 002
- Location
- Lewiston, ME
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,980,327
- Total liabilities (EOY)
- $1,637
- Net assets (EOY)
- $69,978,690
- Employer contributions
- $3,102,504
- Participant contributions
- $97,699
- Total income / additions
- $15,459,368
- Benefits paid
- $4,174,486
- Administrative expenses
- $228,114
- Total expenses
- $4,466,044
- Net increase / (decrease)
- $10,993,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kimberely Keenan | EMPLOYEE | $112,718 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $28,197 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $18,266 | not reported in the loaded dataset |
| Jensen Baird Gardner & Henry | NONE | $12,352 | not reported in the loaded dataset |
| Pension Fund Evaluation, Inc. | NONE | $6,325 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. | NONE | $0 | $0 |