Plan5500

2023 Form 5500 filing — Retirement Plan Of Wholesale Wine Salemen'S Pensio Salesmen'S Pension 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 20250514110222NAL0014124307002) for Retirement Plan Of Wholesale Wine Salemen'S Pensio Salesmen'S Pension Fund, reported by Board Of Trustees Of Retirement Plan Of The Wholesale Wine Salesmen Pe under EIN 51-0157873 and plan number 001. It reports 685 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250514110222NAL0014124307002
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of Retirement Plan Of The Wholesale Wine Salesmen Pe
EIN
51-0157873
Plan number
001
Location
Staten Island, NY
Participants
685
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$41,825,336
Total liabilities (EOY)
$48,975
Net assets (EOY)
$41,776,361
Employer contributions
$1,690,500
Total income / additions
$9,902,609
Benefits paid
$1,564,949
Administrative expenses
$576,203
Total expenses
$2,141,152
Net increase / (decrease)
$7,761,457
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wells Fargo AdvisorsCUSTODIAN - RELATED ORG$278,786not reported in the loaded dataset
Weaver & Tidwell LlpSERVICES REL ORG$66,000not reported in the loaded dataset
Proskauer Rose LlpLEGAL-RELATED$54,968not reported in the loaded dataset
Dorothy UrbanEMPLOYEE- RELATED EBP$33,825not reported in the loaded dataset
Milliman, Inc.ACTUARY-RELATED ORG$31,415not reported in the loaded dataset

Related Form 5500 pages