Local 807 Profit Sharing Plan — Form 5500 plan (Board Of Trustees Local 807 Profit Sharing Plan)
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, Local 807 Profit Sharing Plan is a benefit plan reported by Board Of Trustees Local 807 Profit Sharing Plan under EIN 11-2532544 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,799 participants and $62,827,006 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 807 Profit Sharing Plan
- EIN
- 11-2532544
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 1,799
- End-of-year plan assets
- $62,827,006
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,799 | H, C | 20250317091629NAL0001571233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,827,006
- Total liabilities (EOY)
- $158,179
- Net assets (EOY)
- $62,668,827
- Net assets (BOY)
- $58,994,590
Income & contributions
- Employer contributions
- $4,342,763
- Total contributions
- $4,342,763
- Total income / additions
- $11,370,145
Expenses & distributions
- Benefits paid
- $6,920,072
- Administrative expenses
- $492,430
- Total expenses
- $7,695,908
- Net increase / (decrease)
- $3,674,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Co (Eastern States), Inc. | NONE | $110,000 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $82,120 | not reported in the loaded dataset | 2023 |
| Friedman & Anspach | NONE | $51,239 | not reported in the loaded dataset | 2023 |
| David W. New P.C. | NONE | $41,183 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Melamud, Irima | NONE | $7,746 | not reported in the loaded dataset | 2023 |
| Premier Technology Solutions Inc | NONE | $7,631 | not reported in the loaded dataset | 2023 |
| Mr. Microchip Software Center Inc | NONE | $5,751 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $4,626 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 807 Profit Sharing Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- The Segal Co (Eastern States), Inc. — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Friedman & Anspach — Schedule C compensation
- David W. New P.C. — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Melamud, Irima — Schedule C compensation
- Premier Technology Solutions Inc — Schedule C compensation
- Mr. Microchip Software Center Inc — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation