Profit Sharing & 401(K) Retirement Plan Local 567 — Form 5500 plan (Board Directors Of Profit Sharing & 401(K) Retirement Plan Local 567)
Plain-English plan 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, Profit Sharing & 401(K) Retirement Plan Local 567 is a benefit plan reported by Board Directors Of Profit Sharing & 401(K) Retirement Plan Local 567 under EIN 01-0439781 and plan number 002. The latest loaded filing year is 2023. The filing reports 476 participants and $69,980,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Directors Of Profit Sharing & 401(K) Retirement Plan Local 567
- EIN
- 01-0439781
- Plan number
- 002
- Plan type
- 1
- Location
- Lewiston, ME
- Latest filing year
- 2023
- Participants
- 476
- End-of-year plan assets
- $69,980,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20250114141439NAL0011683635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,980,327
- Total liabilities (EOY)
- $1,637
- Net assets (EOY)
- $69,978,690
- Net assets (BOY)
- $58,985,366
Income & contributions
- Employer contributions
- $3,102,504
- Participant contributions
- $97,699
- Total contributions
- $3,200,203
- Total income / additions
- $15,459,368
Expenses & distributions
- Benefits paid
- $4,174,486
- Administrative expenses
- $228,114
- Total expenses
- $4,466,044
- Net increase / (decrease)
- $10,993,324
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kimberely Keenan | EMPLOYEE | $112,718 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $28,197 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $18,266 | not reported in the loaded dataset | 2023 |
| Jensen Baird Gardner & Henry | NONE | $12,352 | not reported in the loaded dataset | 2023 |
| Pension Fund Evaluation, Inc. | NONE | $6,325 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Directors Of Profit Sharing & 401(K) Retirement Plan Local 567
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Lewiston, ME
- Kimberely Keenan — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Jensen Baird Gardner & Henry — Schedule C compensation
- Pension Fund Evaluation, Inc. — Schedule C compensation
- Empower Annuity Ins. Co. — Schedule C compensation