2023 Form 5500 filing — Stone And Marble Masons Of Metropolitan Washington D.C. 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 20250409103057NAL0022081777001) for Stone And Marble Masons Of Metropolitan Washington D.C. Annuity Fund, reported by Board Of Trustees, Stone & Marble Masons Of Metro Wash D.C. Annuity Fu under EIN 52-6117940 and plan number 002. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409103057NAL0022081777001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Stone & Marble Masons Of Metro Wash D.C. Annuity Fu
- EIN
- 52-6117940
- Plan number
- 002
- Location
- Columbia, MD
- Participants
- 271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $516,142
- Total liabilities (EOY)
- $115,303
- Net assets (EOY)
- $400,839
- Employer contributions
- $263,441
- Total income / additions
- $286,798
- Administrative expenses
- $56,860
- Total expenses
- $56,860
- Net increase / (decrease)
- $229,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Inc | NONE | $24,714 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $17,400 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | NONE | $7,500 | not reported in the loaded dataset |
| Mooney, Green Saindon, Murphy | NONE | $5,288 | not reported in the loaded dataset |