Ibew Local 684 Money Purchase Pension And Profit Sharing Plan — Form 5500 plan (Board Of Trustees, Ibew Local 684 Money Purchase)
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 684 Money Purchase Pension And Profit Sharing Plan is a benefit plan reported by Board Of Trustees, Ibew Local 684 Money Purchase under EIN 94-6442909 and plan number 002. The latest loaded filing year is 2023. The filing reports 476 participants and $40,584,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local 684 Money Purchase
- EIN
- 94-6442909
- Plan number
- 002
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 476
- End-of-year plan assets
- $40,584,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20250115195503NAL0022193025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,584,232
- Total liabilities (EOY)
- $93,574
- Net assets (EOY)
- $40,490,658
- Net assets (BOY)
- $32,622,442
Income & contributions
- Employer contributions
- $3,581,794
- Participant contributions
- $364,457
- Total contributions
- $3,946,251
- Total income / additions
- $9,219,540
Expenses & distributions
- Benefits paid
- $1,156,802
- Administrative expenses
- $194,522
- Total expenses
- $1,351,324
- Net increase / (decrease)
- $7,868,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $57,982 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $49,870 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $31,362 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $19,458 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $9,330 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $9,206 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local 684 Money Purchase
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Milliman, Inc. — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Matrix Trust Company — Schedule C compensation