Union Rescue Mission 401(K) Plan — Form 5500 plan (Union Rescue Mission)
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, Union Rescue Mission 401(K) Plan is a benefit plan reported by Union Rescue Mission under EIN 95-1709293 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Rescue Mission
- EIN
- 95-1709293
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241029105503NAL0002625811001 |
| 2023 | 322 | H, C | 20241009174921NAL0010893875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,794,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,794,910
- Net assets (BOY)
- $3,109,532
Income & contributions
- Employer contributions
- $279,601
- Participant contributions
- $471,791
- Total contributions
- $780,392
- Total income / additions
- $1,239,098
Expenses & distributions
- Benefits paid
- $500,255
- Administrative expenses
- $53,465
- Total expenses
- $553,720
- Net increase / (decrease)
- $685,378
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Cor | RECORDKEEPER | $28,600 | $0 | 2023 |
| Hicks Pension Services | RECORDKEEPER | $12,675 | $168 | 2023 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT AD VISORY | $8,454 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union Rescue Mission
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Transamerica Financial Life Ins Cor — Schedule C compensation
- Hicks Pension Services — Schedule C compensation
- Merrill Lynch Life Agency, Inc. — Schedule C compensation