Local 1102 401(K) Retirement Plan — Form 5500 plan (Local 1102 401(K) Retirement 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 1102 401(K) Retirement Plan is a benefit plan reported by Local 1102 401(K) Retirement Plan under EIN 11-6149563 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,392 participants and $18,819,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 1102 401(K) Retirement Plan
- EIN
- 11-6149563
- Plan number
- 001
- Plan type
- 1
- Location
- Woodbury, NY
- Latest filing year
- 2023
- Participants
- 2,392
- End-of-year plan assets
- $18,819,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,392 | H, C | 20240716133734NAL0001607043002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,819,818
- Total liabilities (EOY)
- $87,732
- Net assets (EOY)
- $18,732,086
- Net assets (BOY)
- $16,267,499
Income & contributions
- Employer contributions
- $1,530,160
- Participant contributions
- $725,600
- Total contributions
- $2,256,714
- Total income / additions
- $4,518,062
Expenses & distributions
- Benefits paid
- $1,604,401
- Administrative expenses
- $449,074
- Total expenses
- $2,053,475
- Net increase / (decrease)
- $2,464,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $125,074 | $55,816 | 2023 |
| Local 1102 Rwdsu | AFFILIATED LOCAL UNION | $158,976 | not reported in the loaded dataset | 2023 |
| Local 1102 Retirement Trust | AFFILIATED BENEFIT FUND | $88,771 | not reported in the loaded dataset | 2023 |
| Rothman, Rocco, Laruffa, Llp | NONE | $26,238 | not reported in the loaded dataset | 2023 |
| Berdon Llp | NONE | $17,514 | not reported in the loaded dataset | 2023 |
| Que Graphics & Communications | NONE | $5,584 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 1102 401(K) Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Woodbury, NY
- Principal Life Insurance Company — Schedule C compensation
- Local 1102 Rwdsu — Schedule C compensation
- Local 1102 Retirement Trust — Schedule C compensation
- Rothman, Rocco, Laruffa, Llp — Schedule C compensation
- Berdon Llp — Schedule C compensation
- Que Graphics & Communications — Schedule C compensation