Neca - Ibew Local Union No 584 Profit Sharing Plan — Form 5500 plan (Board Of Trustees Of Neca-Ibew Lu Number 584 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, Neca - Ibew Local Union No 584 Profit Sharing Plan is a benefit plan reported by Board Of Trustees Of Neca-Ibew Lu Number 584 Profit Sharing Plan under EIN 73-1407442 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,224 participants and $29,115,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Neca-Ibew Lu Number 584 Profit Sharing Plan
- EIN
- 73-1407442
- Plan number
- 003
- Plan type
- 1
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 1,224
- End-of-year plan assets
- $29,115,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,224 | H, C | 20241022160023NAL0004341104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,115,336
- Total liabilities (EOY)
- $31,540
- Net assets (EOY)
- $29,083,796
- Net assets (BOY)
- $24,650,194
Income & contributions
- Employer contributions
- $1,722,355
- Participant contributions
- $712,450
- Total contributions
- $2,434,805
- Total income / additions
- $6,217,251
Expenses & distributions
- Benefits paid
- $1,477,875
- Administrative expenses
- $230,621
- Total expenses
- $1,783,649
- Net increase / (decrease)
- $4,433,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Neca Ibew Local 584 | INVESTMENT ADVISORY | $169,048 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Ins & Annuity | ADMINISTRATION | $95,653 | $0 | 2023 |
| Rbc Wealth Management | INVESTMENT MANAGER | $39,295 | not reported in the loaded dataset | 2023 |
| Southwest Benefit Administrators | CONTRACT ADMINISTRATOR | $29,646 | not reported in the loaded dataset | 2023 |
| Accounting Solutions Group LLC | AUDITOR | $10,750 | not reported in the loaded dataset | 2023 |
| Conner & Winters LLC | PLAN ATTORNEY | $3,787 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Neca-Ibew Lu Number 584 Profit Sharing Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Neca Ibew Local 584 — Schedule C compensation
- Prudential Retirement Ins & Annuity — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Southwest Benefit Administrators — Schedule C compensation
- Accounting Solutions Group LLC — Schedule C compensation
- Conner & Winters LLC — Schedule C compensation