2023 Form 5500 filing — Plaza Union 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 20250729120335NAL0003802672001) for Plaza Union 401(K) Plan, reported by Citadel Consulting Group, LLC under EIN 81-1619316 and plan number 002. It reports 614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.1MReported net assets$1,099,097
Participants614
Provider compensation$8.9K1 Schedule C row(s)$8,867
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250729120335NAL0003802672001
- Plan sponsor
- Citadel Consulting Group, LLC
- EIN
- 81-1619316
- Plan number
- 002
- Location
- Brooklyn, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,099,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,099,097
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $125,958
- Benefits paid
- $283,085
- Administrative expenses
- $8,874
- Total expenses
- $291,959
- Net increase / (decrease)
- -$166,001
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $8,867 | $0 |