2023 Form 5500 filing — Local 807 Profit Sharing 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 20250317091629NAL0001571233001) for Local 807 Profit Sharing Plan, reported by Board Of Trustees Local 807 Profit Sharing Plan under EIN 11-2532544 and plan number 001. It reports 1,799 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317091629NAL0001571233001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 807 Profit Sharing Plan
- EIN
- 11-2532544
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 1,799
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,827,006
- Total liabilities (EOY)
- $158,179
- Net assets (EOY)
- $62,668,827
- Employer contributions
- $4,342,763
- Total income / additions
- $11,370,145
- Benefits paid
- $6,920,072
- Administrative expenses
- $492,430
- Total expenses
- $7,695,908
- Net increase / (decrease)
- $3,674,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Co (Eastern States), Inc. | NONE | $110,000 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $82,120 | not reported in the loaded dataset |
| Friedman & Anspach | NONE | $51,239 | not reported in the loaded dataset |
| David W. New P.C. | NONE | $41,183 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $13,000 | not reported in the loaded dataset |
| Melamud, Irima | NONE | $7,746 | not reported in the loaded dataset |
| Premier Technology Solutions Inc | NONE | $7,631 | not reported in the loaded dataset |
| Mr. Microchip Software Center Inc | NONE | $5,751 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $4,626 |