2023 Form 5500 filing — Ibew Local 40 - Neca 401(K) 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 20250714222504NAL0000975315001) for Ibew Local 40 - Neca 401(K) Plan, reported by Board Of Trustees, Ibew Local 40 - Neca 401k Plan under EIN 91-2018522 and plan number 001. It reports 426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714222504NAL0000975315001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local 40 - Neca 401k Plan
- EIN
- 91-2018522
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,084,310
- Total liabilities (EOY)
- $119,679
- Net assets (EOY)
- $34,964,631
- Employer contributions
- $1,366,758
- Participant contributions
- $69,367
- Total income / additions
- $8,563,874
- Benefits paid
- $1,061,911
- Administrative expenses
- $186,702
- Total expenses
- $1,248,613
- Net increase / (decrease)
- $7,315,261
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $38,338 | $0 |
| Coast Benefits | NONE | $36,000 | $0 |
| Gilbert & Sackman | NONE | $24,138 | $0 |
| Focus Investment Group | NONE | $24,000 | $0 |
| Miller Kaplan Arase Llp | NONE | $15,025 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |