Plan5500

2023 Form 5500 filing — Defined Contribution Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund

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 20250313165940NAL0033362192001) for Defined Contribution Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund, reported by Defined Contribution Plan Of The Mid Jersey Trucking Industry And Team under EIN 13-6043977 and plan number 002. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250313165940NAL0033362192001
Filing year
2023
Form type
1
Plan sponsor
Defined Contribution Plan Of The Mid Jersey Trucking Industry And Team
EIN
13-6043977
Plan number
002
Location
North Brunswick, NJ
Participants
302
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$15,025,524
Total liabilities (EOY)
$19,101
Net assets (EOY)
$15,006,423
Employer contributions
$1,236,771
Total income / additions
$3,132,752
Benefits paid
$977,320
Administrative expenses
$155,148
Total expenses
$1,132,468
Net increase / (decrease)
$2,000,284
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Great Lakes Advisors, LLCNONE$22,602not reported in the loaded dataset
Mspc Cpa'S & AdvisorsACCOUNTANT FOR LOCAL 701$17,137not reported in the loaded dataset
Ernest SoehlTRUSTEE$7,500not reported in the loaded dataset
Lamar BeinhowerTRUSTEE$7,500not reported in the loaded dataset
Bridgeway Benefit TechnologiesNONE$5,458not reported in the loaded dataset

Related Form 5500 pages