Local 74 U.S.W.U. 401(K) Savings Plan — Form 5500 plan (Board Of Trustees Of Local 74 U.S.W.U 401(K) Savings 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 74 U.S.W.U. 401(K) Savings Plan is a benefit plan reported by Board Of Trustees Of Local 74 U.S.W.U 401(K) Savings Plan under EIN 27-2570808 and plan number 001. The latest loaded filing year is 2023. The filing reports 711 participants and $11,359,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 74 U.S.W.U 401(K) Savings Plan
- EIN
- 27-2570808
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 711
- End-of-year plan assets
- $11,359,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 711 | H, C | 20241015175624NAL0029317889005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,359,508
- Total liabilities (EOY)
- $43,938
- Net assets (EOY)
- $11,315,570
- Net assets (BOY)
- $9,432,433
Income & contributions
- Employer contributions
- $1,372,837
- Participant contributions
- $644,099
- Total contributions
- $2,016,936
- Total income / additions
- $3,230,777
Expenses & distributions
- Benefits paid
- $1,112,771
- Administrative expenses
- $234,869
- Total expenses
- $1,347,640
- Net increase / (decrease)
- $1,883,137
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Services | NONE | $118,678 | $0 | 2023 |
| Reynolds Consulting Services LLC | NONE | $25,300 | not reported in the loaded dataset | 2023 |
| Fitzsimmons Abrams, Llp | NONE | $22,957 | not reported in the loaded dataset | 2023 |
| Fuiman Mogila, Llp | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 74 U.S.W.U 401(K) Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Prudential Retirement Services — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Fitzsimmons Abrams, Llp — Schedule C compensation
- Fuiman Mogila, Llp — Schedule C compensation