2023 Form 5500 filing — Retirement Plan Of Bricklayers Local No. 1 Of Rich Mond 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 20260213152043NAL0001427971001) for Retirement Plan Of Bricklayers Local No. 1 Of Rich Mond Pension Fund, reported by Board Of Trustees-Bricklayers Local No 1 Of Richmond Fund under EIN 54-6060633 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20260213152043NAL0001427971001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees-Bricklayers Local No 1 Of Richmond Fund
EIN
54-6060633
Plan number
001
Location
Salem, VA
Participants
387
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$223,854
Total liabilities (EOY)
$185
Net assets (EOY)
$223,669
Employer contributions
$77,472
Total income / additions
$868,504
Benefits paid
$748,227
Administrative expenses
$101,795
Total expenses
$850,022
Net increase / (decrease)
$18,482
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lawrence C. Musgrove Associates IncNONE$36,000not reported in the loaded dataset
Savasta & Company, Inc.NONE$31,000not reported in the loaded dataset
Novak Francella, LLCNONE$13,150not reported in the loaded dataset

Related Form 5500 pages