Plan5500

Cost Of Living Fund Of Local 274 — Form 5500 plan (Cost Of Living Fund Of Local 274)

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, Cost Of Living Fund Of Local 274 is a benefit plan reported by Cost Of Living Fund Of Local 274 under EIN 26-2611534 and plan number 501. The latest loaded filing year is 2023. The filing reports 677 participants and $235,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cost Of Living Fund Of Local 274
EIN
26-2611534
Plan number
501
Plan type
1
Location
Hopatcong, NJ
Latest filing year
2023
Participants
677
End-of-year plan assets
$235,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023677H, C20241011080201NAL0036352656003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$235,382
Total liabilities (EOY)
$2,345
Net assets (EOY)
$233,037
Net assets (BOY)
$212,720

Income & contributions

Employer contributions
$226,019
Total contributions
$226,019
Total income / additions
$229,681

Expenses & distributions

Benefits paid
$195,719
Administrative expenses
$13,645
Total expenses
$209,364
Net increase / (decrease)
$20,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
David A. Gerson Cpa & Associates PcNONE$7,000not reported in the loaded dataset2023
Basil Castrovinci Associates IncNONE$3,389not reported in the loaded dataset2023
Td BankNONE$2,014not reported in the loaded dataset2023

Related Form 5500 pages