Local 464a Finast Full Time Employees Pension Plan — Form 5500 plan (Local 464a Finast Full Time Employees Pension Plan)
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 464a Finast Full Time Employees Pension Plan is a benefit plan reported by Local 464a Finast Full Time Employees Pension Plan under EIN 22-2359236 and plan number 004. The latest loaded filing year is 2023. The filing reports 515 participants and $9,617,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 464a Finast Full Time Employees Pension Plan
- EIN
- 22-2359236
- Plan number
- 004
- Plan type
- 2
- Location
- Little Falls, NJ
- Latest filing year
- 2023
- Participants
- 515
- End-of-year plan assets
- $9,617,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 515 | H, C | 20240729154058NAL0019047665002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,617,354
- Total liabilities (EOY)
- $5,697
- Net assets (EOY)
- $9,611,657
- Net assets (BOY)
- $8,359,695
Income & contributions
- Employer contributions
- $200,830
- Total contributions
- $200,830
- Total income / additions
- $1,645,475
Expenses & distributions
- Benefits paid
- $258,411
- Administrative expenses
- $135,102
- Total expenses
- $393,513
- Net increase / (decrease)
- $1,251,962
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Principal Bank | not reported in the loaded dataset | $20,602 | not reported in the loaded dataset | 2023 |
| Savasta & Company | not reported in the loaded dataset | $8,100 | not reported in the loaded dataset | 2023 |
| Rosenberg Rich Baker Berman | not reported in the loaded dataset | $6,336 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 464a Finast Full Time Employees Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Little Falls, NJ
- The Principal Bank — Schedule C compensation
- Savasta & Company — Schedule C compensation
- Rosenberg Rich Baker Berman — Schedule C compensation