2023 Form 5500 filing — Local 464a Finast Full Time Employees Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729154058NAL0019047665002) for Local 464a Finast Full Time Employees Pension Plan, reported by Local 464a Finast Full Time Employees Pension Plan under EIN 22-2359236 and plan number 004. It reports 515 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729154058NAL0019047665002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Local 464a Finast Full Time Employees Pension Plan
- EIN
- 22-2359236
- Plan number
- 004
- Location
- Little Falls, NJ
- Participants
- 515
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,617,354
- Total liabilities (EOY)
- $5,697
- Net assets (EOY)
- $9,611,657
- Employer contributions
- $200,830
- Total income / additions
- $1,645,475
- Benefits paid
- $258,411
- Administrative expenses
- $135,102
- Total expenses
- $393,513
- Net increase / (decrease)
- $1,251,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Principal Bank | not reported in the loaded dataset | $20,602 | not reported in the loaded dataset |
| Savasta & Company | not reported in the loaded dataset | $8,100 | not reported in the loaded dataset |
| Rosenberg Rich Baker Berman | not reported in the loaded dataset | $6,336 | not reported in the loaded dataset |