Teamsters Local 346 Savings & 401(K) Plan — Form 5500 plan (Trustees Teamsters Local 346 Savings & 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, Teamsters Local 346 Savings & 401(K) Plan is a benefit plan reported by Trustees Teamsters Local 346 Savings & 401(K) Plan under EIN 41-1872921 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $26,609,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Teamsters Local 346 Savings & 401(K) Plan
- EIN
- 41-1872921
- Plan number
- 001
- Plan type
- 1
- Location
- Duluth, MN
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $26,609,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20241008214357NAL0018336657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,609,008
- Total liabilities (EOY)
- $10,552
- Net assets (EOY)
- $26,598,456
- Net assets (BOY)
- $23,512,370
Income & contributions
- Employer contributions
- $1,200,958
- Participant contributions
- $423,444
- Total contributions
- $1,644,144
- Total income / additions
- $5,230,640
Expenses & distributions
- Benefits paid
- $2,011,298
- Administrative expenses
- $133,256
- Total expenses
- $2,144,554
- Net increase / (decrease)
- $3,086,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Wealth Management | NONE | $41,500 | not reported in the loaded dataset | 2023 |
| Alerus Retirement Solutions | NONE | $27,877 | not reported in the loaded dataset | 2023 |
| Wilson Mcshane Corporation | NONE | $26,570 | not reported in the loaded dataset | 2023 |
| Andrew, Bransky & Poole, P.A. | NONE | $13,734 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Teamsters Local 346 Savings & 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Duluth, MN
- Rbc Wealth Management — Schedule C compensation
- Alerus Retirement Solutions — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- Andrew, Bransky & Poole, P.A. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation