Local 780 I.A.T.S.E. 401(K) Plan — Form 5500 plan (Trustees Of Local 780 I.A.T.S.E. 401(K) 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 780 I.A.T.S.E. 401(K) Plan is a benefit plan reported by Trustees Of Local 780 I.A.T.S.E. 401(K) Plan under EIN 36-3914076 and plan number 001. The latest loaded filing year is 2023. The filing reports 104 participants and $5,152,401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 780 I.A.T.S.E. 401(K) Plan
- EIN
- 36-3914076
- Plan number
- 001
- Plan type
- 1
- Location
- Merritt Island, FL
- Latest filing year
- 2023
- Participants
- 104
- End-of-year plan assets
- $5,152,401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 104 | H, C | 20240925085629NAL0028559634003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,152,401
- Net assets (EOY)
- $5,152,401
- Net assets (BOY)
- $4,151,398
Income & contributions
- Employer contributions
- $353,185
- Participant contributions
- $267,590
- Total contributions
- $880,768
- Total income / additions
- $1,415,661
Expenses & distributions
- Benefits paid
- $393,486
- Administrative expenses
- $21,172
- Total expenses
- $414,658
- Net increase / (decrease)
- $1,001,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iatse Local Union 780 | REALTED UNION | $9,014 | not reported in the loaded dataset | 2023 |