Ibew Local Union No 252 Def Contrib Plan 401k Plan — Form 5500 plan (Jt Board Trustees Ibew Local 252)
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, Ibew Local Union No 252 Def Contrib Plan 401k Plan is a benefit plan reported by Jt Board Trustees Ibew Local 252 under EIN 38-6323896 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,345 participants and $126,308,004 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Board Trustees Ibew Local 252
- EIN
- 38-6323896
- Plan number
- 002
- Plan type
- 1
- Location
- Ann Arbor, MI
- Latest filing year
- 2023
- Participants
- 1,345
- End-of-year plan assets
- $126,308,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,345 | H, C | 20241226151506NAL0012895841003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,308,004
- Total liabilities (EOY)
- $349,284
- Net assets (EOY)
- $125,958,720
- Net assets (BOY)
- $108,427,583
Income & contributions
- Employer contributions
- $6,712,207
- Participant contributions
- $2,640,053
- Total contributions
- $9,465,245
- Total income / additions
- $28,226,638
Expenses & distributions
- Benefits paid
- $10,241,412
- Administrative expenses
- $454,089
- Total expenses
- $10,695,501
- Net increase / (decrease)
- $17,531,137
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Law Office Of Thomas D Luczak Pllc | NONE | $199,154 | $2,288 | 2023 |
| Rbc Wealth Management | NONE | $82,576 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $77,669 | not reported in the loaded dataset | 2023 |
| Ann Arbor Benefit Administrators | NONE | $46,327 | not reported in the loaded dataset | 2023 |
| Polk And Associates, P.L.C. | NONE | $31,580 | not reported in the loaded dataset | 2023 |
| Ullico/Markel | NONE | $10,492 | not reported in the loaded dataset | 2023 |
| Adp Broker-Dealer | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Board Trustees Ibew Local 252
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Ann Arbor, MI
- Law Office Of Thomas D Luczak Pllc — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Adp — Schedule C compensation
- Ann Arbor Benefit Administrators — Schedule C compensation
- Polk And Associates, P.L.C. — Schedule C compensation
- Ullico/Markel — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation