Western New York Teamsters 401(K) Plan — Form 5500 plan (Teamsters Local No. 264)
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, Western New York Teamsters 401(K) Plan is a benefit plan reported by Teamsters Local No. 264 under EIN 16-1334019 and plan number 001. The latest loaded filing year is 2023. The filing reports 899 participants and $37,220,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local No. 264
- EIN
- 16-1334019
- Plan number
- 001
- Plan type
- 1
- Location
- Cheektowaga, NY
- Latest filing year
- 2023
- Participants
- 899
- End-of-year plan assets
- $37,220,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 899 | H, C | 20241015094719NAL0029171265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,220,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,220,007
- Net assets (BOY)
- $35,611,300
Income & contributions
- Employer contributions
- $1,163,450
- Participant contributions
- $760,969
- Total contributions
- $1,927,165
- Total income / additions
- $6,414,422
Expenses & distributions
- Benefits paid
- $4,643,057
- Administrative expenses
- $162,658
- Total expenses
- $4,805,715
- Net increase / (decrease)
- $1,608,707
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Apfs Wealth Management | ADVISORY | $71,533 | not reported in the loaded dataset | 2023 |
| American Trust Company | TRUSTEE | $68,422 | $0 | 2023 |
| Teamsters Local 264 | FD OFFICE ADMINISTRATOR | $14,955 | not reported in the loaded dataset | 2023 |
| Lipsitz Green Scrime Cambria, Llp | ATTORNEY | $3,364 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local No. 264
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Cheektowaga, NY
- Apfs Wealth Management — Schedule C compensation
- American Trust Company — Schedule C compensation
- Teamsters Local 264 — Schedule C compensation
- Lipsitz Green Scrime Cambria, Llp — Schedule C compensation