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, The 401(K) Savings Plan & Trust For Union Employee is a benefit plan reported by Clendenin Brothers, Inc. under EIN 52-0274470 and plan number 002. The latest loaded filing year is 2023. The filing reports 70 participants and $1,196,744 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,196,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,196,744
- Net assets (BOY)
- $1,178,739
Income & contributions
- Employer contributions
- $114,826
- Participant contributions
- $47,013
- Total income / additions
- $312,777
Expenses & distributions
- Benefits paid
- $148,611
- Administrative expenses
- $4,956
- Total expenses
- $163,099
- Net increase / (decrease)
- $149,678