District Council No. 14 Metal Polishers 401(K) — Form 5500 plan (Board Of Trustees Of District Council No. 14 Metal Polishers)

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, District Council No. 14 Metal Polishers 401(K) is a benefit plan reported by Board Of Trustees Of District Council No. 14 Metal Polishers under EIN 80-0967624 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $6,894,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of District Council No. 14 Metal Polishers
EIN
80-0967624
Plan number
001
Plan type
1
Location
Darien, IL
Latest filing year
2023
Participants
175
End-of-year plan assets
$6,894,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241011105923NAL0012397635004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,894,459
Total liabilities (EOY)
$53,948
Net assets (EOY)
$6,840,511
Net assets (BOY)
$5,670,693

Income & contributions

Employer contributions
$244,584
Participant contributions
$152,254
Total contributions
$396,838
Total income / additions
$1,362,907

Expenses & distributions

Benefits paid
$161,211
Administrative expenses
$31,878
Total expenses
$193,089
Net increase / (decrease)
$1,169,818

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Legacy Professionals LlpNONE$17,000not reported in the loaded dataset2023
Arnold And KadjanNONE$9,526not reported in the loaded dataset2023
Transamerica Retirement SolutionsNONE$751$02023
National Financial ServicesNONE$0$02023

Related Form 5500 pages