Schiffli Embroidery Workers Pension Fund — Form 5500 plan (Schiffli Embroidery Workers Pen.)

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, Schiffli Embroidery Workers Pension Fund is a benefit plan reported by Schiffli Embroidery Workers Pen. under EIN 22-6077641 and plan number 001. The latest loaded filing year is 2023. The filing reports 855 participants and $318,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schiffli Embroidery Workers Pen.
EIN
22-6077641
Plan number
001
Plan type
1
Location
West Trenton, NJ
Latest filing year
2023
Participants
855
End-of-year plan assets
$318,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023855H, C20241206100006NAL0006855889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$318,164
Total liabilities (EOY)
$5,742
Net assets (EOY)
$312,422
Net assets (BOY)
$312,160

Income & contributions

Total income / additions
$958,400

Expenses & distributions

Benefits paid
$869,538
Administrative expenses
$88,600
Total expenses
$958,138
Net increase / (decrease)
$262

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
I.E. Shaffer & Co.NONE$66,300not reported in the loaded dataset2023
Larry Magarik, EsqNONE$10,280not reported in the loaded dataset2023
Baratz & Associates, P.A.NONE$6,000not reported in the loaded dataset2023

Related Form 5500 pages