Local 8a-28a 401(K) Retirement Fund — Form 5500 plan (Board Of Trustees Local 8a-28a 401(K))
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 8a-28a 401(K) Retirement Fund is a benefit plan reported by Board Of Trustees Local 8a-28a 401(K) under EIN 13-5652917 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,056 participants and $57,602,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 8a-28a 401(K)
- EIN
- 13-5652917
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 1,056
- End-of-year plan assets
- $57,602,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,056 | H, C | 20240911214233NAL0007657601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,602,392
- Total liabilities (EOY)
- $724,793
- Net assets (EOY)
- $56,877,599
- Net assets (BOY)
- $52,304,726
Income & contributions
- Employer contributions
- $2,843,353
- Participant contributions
- $1,112,458
- Total contributions
- $3,955,811
- Total income / additions
- $8,687,725
Expenses & distributions
- Benefits paid
- $3,526,938
- Administrative expenses
- $452,802
- Total expenses
- $4,114,852
- Net increase / (decrease)
- $4,572,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Srvcs | NONE | $326,567 | not reported in the loaded dataset | 2023 |
| Local 8a-28a Welfare Fund | RELATED ORGANIZATION | $102,588 | not reported in the loaded dataset | 2023 |
| Carolyn Silva | EMPLOYEE | $78,120 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $33,400 | not reported in the loaded dataset | 2023 |
| Joseph Ramaglia | EMPLOYEE | $29,827 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting | NONE | $28,580 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | NONE | $24,732 | not reported in the loaded dataset | 2023 |
| Pitta & Giblin Llp | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Payroll Compliance | NONE | $19,656 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Llp | NONE | $11,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 8a-28a 401(K)
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- John Hancock Retirement Srvcs — Schedule C compensation
- Local 8a-28a Welfare Fund — Schedule C compensation
- Carolyn Silva — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Joseph Ramaglia — Schedule C compensation
- Reynolds Consulting — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Pitta & Giblin Llp — Schedule C compensation
- Marshall & Moss Payroll Compliance — Schedule C compensation
- Marshall & Moss Llp — Schedule C compensation