Plan5500

Wine And Liquor Salesmen Of Nj Retirement Plan — Form 5500 plan (Trustees-Wine And Liquor Salesmen Of Nj 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, Wine And Liquor Salesmen Of Nj Retirement Plan is a benefit plan reported by Trustees-Wine And Liquor Salesmen Of Nj Retirement Fund under EIN 22-1546279 and plan number 001. The latest loaded filing year is 2023. The filing reports 609 participants and $774,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees-Wine And Liquor Salesmen Of Nj Retirement Fund
EIN
22-1546279
Plan number
001
Plan type
1
Location
West Trenton, NJ
Latest filing year
2023
Participants
609
End-of-year plan assets
$774,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023609H, C20240709130200NAL0015419905002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$774,763
Total liabilities (EOY)
$11,942
Net assets (EOY)
$762,821
Net assets (BOY)
$753,234

Income & contributions

Total contributions
$2,327,111
Total income / additions
$2,327,111

Expenses & distributions

Benefits paid
$2,246,312
Administrative expenses
$71,212
Total expenses
$2,317,524
Net increase / (decrease)
$9,587

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
I.E. Shaffer & Co.NONE$45,500not reported in the loaded dataset2023
David A Gerson Cpa & Assoc PcNONE$16,000not reported in the loaded dataset2023

Related Form 5500 pages