Ibew Local 40 - Neca 401(K) Plan — Form 5500 plan (Board Of Trustees, Ibew Local 40 - Neca 401k 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, Ibew Local 40 - Neca 401(K) Plan is a benefit plan reported by Board Of Trustees, Ibew Local 40 - Neca 401k Plan under EIN 91-2018522 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $35,084,310 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local 40 - Neca 401k Plan
- EIN
- 91-2018522
- Plan number
- 001
- Plan type
- 1
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 426
- End-of-year plan assets
- $35,084,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 426 | H, C | 20250714222504NAL0000975315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,084,310
- Total liabilities (EOY)
- $119,679
- Net assets (EOY)
- $34,964,631
- Net assets (BOY)
- $27,649,370
Income & contributions
- Employer contributions
- $1,366,758
- Participant contributions
- $69,367
- Total contributions
- $1,704,577
- Total income / additions
- $8,563,874
Expenses & distributions
- Benefits paid
- $1,061,911
- Administrative expenses
- $186,702
- Total expenses
- $1,248,613
- Net increase / (decrease)
- $7,315,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $38,338 | $0 | 2023 |
| Coast Benefits | NONE | $36,000 | $0 | 2023 |
| Gilbert & Sackman | NONE | $24,138 | $0 | 2023 |
| Focus Investment Group | NONE | $24,000 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $15,025 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local 40 - Neca 401k Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Coast Benefits — Schedule C compensation
- Gilbert & Sackman — Schedule C compensation
- Focus Investment Group — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- National Financial Services — Schedule C compensation