Iatse Local 27 Profit Sharing Plan — Form 5500 plan (Trustees - Iatse Local 27 Profit Sharing 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, Iatse Local 27 Profit Sharing Plan is a benefit plan reported by Trustees - Iatse Local 27 Profit Sharing Plan under EIN 34-1783226 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,470 participants and $10,273,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Iatse Local 27 Profit Sharing Plan
- EIN
- 34-1783226
- Plan number
- 002
- Plan type
- 1
- Location
- Westlake, OH
- Latest filing year
- 2023
- Participants
- 4,470
- End-of-year plan assets
- $10,273,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,470 | H, C | 20241009174506NAL0038582466002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,273,566
- Total liabilities (EOY)
- $508
- Net assets (EOY)
- $10,273,058
- Net assets (BOY)
- $9,325,449
Income & contributions
- Employer contributions
- $667,359
- Total contributions
- $667,359
- Total income / additions
- $1,700,429
Expenses & distributions
- Benefits paid
- $604,233
- Administrative expenses
- $148,587
- Total expenses
- $752,820
- Net increase / (decrease)
- $947,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quayle Co. Securities | N/A | $37,183 | not reported in the loaded dataset | 2023 |
| Neitzel, Luke & Salopek, Inc. | N/A | $15,030 | not reported in the loaded dataset | 2023 |
| Fusco Gallagher & Porcaro Llp | N/A | $2,330 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Iatse Local 27 Profit Sharing Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Westlake, OH
- Quayle Co. Securities — Schedule C compensation
- Neitzel, Luke & Salopek, Inc. — Schedule C compensation
- Fusco Gallagher & Porcaro Llp — Schedule C compensation