Plan5500

Ufcw Union Local 1049 Retirement Fund — Form 5500 plan (Ufcw Union Local 1049 Retirement Fund)

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, Ufcw Union Local 1049 Retirement Fund is a benefit plan reported by Ufcw Union Local 1049 Retirement Fund under EIN 22-1468736 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $93,853 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ufcw Union Local 1049 Retirement Fund
EIN
22-1468736
Plan number
001
Plan type
1
Location
West Trenton, NJ
Latest filing year
2023
Participants
170
End-of-year plan assets
$93,853

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20240624091201NAL0008011744001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$93,853
Total liabilities (EOY)
$26,090
Net assets (EOY)
$67,763
Net assets (BOY)
$105,191

Income & contributions

Total contributions
$194,600
Total income / additions
$194,600

Expenses & distributions

Benefits paid
$178,588
Administrative expenses
$53,440
Total expenses
$232,028
Net increase / (decrease)
-$37,428

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ie Shaffer & CoNONE$22,450not reported in the loaded dataset2023
David A Gerson Cpa & Assoc PcNONE$16,000not reported in the loaded dataset2023
Oransky, Scaraggi, Borg EsqNONEnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages