Usmx-Ila Money Purchase Fund And Savings Plan — Form 5500 plan (Board Of Trustees Of The Usmx-Ila Money Purchase Fund And Savings 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, Usmx-Ila Money Purchase Fund And Savings Plan is a benefit plan reported by Board Of Trustees Of The Usmx-Ila Money Purchase Fund And Savings Plan under EIN 83-2053281 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,391 participants and $77,756,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Usmx-Ila Money Purchase Fund And Savings Plan
- EIN
- 83-2053281
- Plan number
- 001
- Plan type
- 1
- Location
- Lyndhurst, NJ
- Latest filing year
- 2023
- Participants
- 4,391
- End-of-year plan assets
- $77,756,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,391 | H, C | 20250715164903NAL0002476769003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,756,808
- Total liabilities (EOY)
- $1,780,929
- Net assets (EOY)
- $75,975,879
- Net assets (BOY)
- $49,053,592
Income & contributions
- Employer contributions
- $14,832,968
- Participant contributions
- $2,399,230
- Total contributions
- $17,232,198
- Total income / additions
- $28,115,322
Expenses & distributions
- Benefits paid
- $677,758
- Administrative expenses
- $435,900
- Total expenses
- $1,193,035
- Net increase / (decrease)
- $26,922,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $100,339 | not reported in the loaded dataset | 2023 |
| Marshall And Moss | NONE | $92,907 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | NONE | $63,712 | not reported in the loaded dataset | 2023 |
| Reynolds Security | NONE | $47,500 | not reported in the loaded dataset | 2023 |
| The Lambos Firm, Llp | NONE | $42,077 | not reported in the loaded dataset | 2023 |
| Mazzola Mardon, P.C. | NONE | $41,289 | not reported in the loaded dataset | 2023 |
| Ccc Service Corporation | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $14,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Usmx-Ila Money Purchase Fund And Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Lyndhurst, NJ
- John Hancock Retirement Plan Servic — Schedule C compensation
- Marshall And Moss — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Reynolds Security — Schedule C compensation
- The Lambos Firm, Llp — Schedule C compensation
- Mazzola Mardon, P.C. — Schedule C compensation
- Ccc Service Corporation — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation