U.A.P.P. Local Union No.142 Profit Sharing Plan — Form 5500 plan (U.A.P.P. Local Union No. 142 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, U.A.P.P. Local Union No.142 Profit Sharing Plan is a benefit plan reported by U.A.P.P. Local Union No. 142 Profit Sharing Plan under EIN 74-6181280 and plan number 002. The latest loaded filing year is 2023. The filing reports 760 participants and $8,108,700 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U.A.P.P. Local Union No. 142 Profit Sharing Plan
EIN
74-6181280
Plan number
002
Plan type
1
Location
Richardson, TX
Latest filing year
2023
Participants
760
End-of-year plan assets
$8,108,700

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023760H, C20250405125402NAL0013424801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,108,700
Total liabilities (EOY)
$127,976
Net assets (EOY)
$7,980,724
Net assets (BOY)
$7,401,541

Income & contributions

Participant contributions
$339,558
Total contributions
$339,558
Total income / additions
$1,439,176

Expenses & distributions

Benefits paid
$645,973
Administrative expenses
$214,020
Total expenses
$859,993
Net increase / (decrease)
$579,183

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliance Benefit Groupnot reported in the loaded dataset$37,422not reported in the loaded dataset2023
Harper & Pearson Company Pcnot reported in the loaded dataset$18,833not reported in the loaded dataset2023
Southwest Service Administratornot reported in the loaded dataset$17,070not reported in the loaded dataset2023
Rbc Capital Markets LLCnot reported in the loaded dataset$16,245not reported in the loaded dataset2023
Conner & Wintersnot reported in the loaded dataset$12,639not reported in the loaded dataset2023

Related Form 5500 pages