Plan5500

Local 1804-1 Pension Plan — Form 5500 plan (Local 1804-1 Ila)

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 1804-1 Pension Plan is a benefit plan reported by Local 1804-1 Ila under EIN 13-5658346 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $11,218,740 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Local 1804-1 Ila
EIN
13-5658346
Plan number
001
Plan type
2
Location
North Bergen, NJ
Latest filing year
2023
Participants
15
End-of-year plan assets
$11,218,740

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315I, C20241015210105NAL0029664017001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$11,218,740
Total liabilities (EOY)
$34,142
Net assets (EOY)
$11,184,598
Net assets (BOY)
$9,618,261

Income & contributions

Total income / additions
$2,112,437

Expenses & distributions

Benefits paid
$409,703
Administrative expenses
$126,037
Total expenses
$546,100
Net increase / (decrease)
$1,566,337

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells FargoINVSTMENT ADVISOR RELATED$97,097not reported in the loaded dataset2023
Savasta & Company, Inc.NONE$22,000not reported in the loaded dataset2023

Related Form 5500 pages