Retirement Plan For Employees Of Local 338 & Affiliated Funds — Form 5500 plan (Retail Wholesale & Department Store Local 338 Rwdsu)
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, Retirement Plan For Employees Of Local 338 & Affiliated Funds is a benefit plan reported by Retail Wholesale & Department Store Local 338 Rwdsu under EIN 13-1215100 and plan number 002. The latest loaded filing year is 2023. The filing reports 63 participants and $6,759,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retail Wholesale & Department Store Local 338 Rwdsu
- EIN
- 13-1215100
- Plan number
- 002
- Plan type
- 3
- Location
- Mineola, NY
- Latest filing year
- 2023
- Participants
- 63
- End-of-year plan assets
- $6,759,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 63 | I | 20240528135442NAL0021862290002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,759,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,759,641
- Net assets (BOY)
- $5,592,324
Income & contributions
- Employer contributions
- $782,144
- Participant contributions
- $0
- Total income / additions
- $1,540,576
Expenses & distributions
- Benefits paid
- $349,137
- Administrative expenses
- $0
- Total expenses
- $373,259
- Net increase / (decrease)
- $1,167,317
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.