2023 Form 5500 filing — Retail Wholesale Department Store Union Local 1034 Defined Contribution 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 20240821134419NAL0007070160001) for Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan, reported by Retail Wholesale Department Store Defined Contribution Pension Plan under EIN 22-6289686 and plan number 005. It reports 2,265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821134419NAL0007070160001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Retail Wholesale Department Store Defined Contribution Pension Plan
- EIN
- 22-6289686
- Plan number
- 005
- Location
- Wayne, PA
- Participants
- 2,265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,066,919
- Total liabilities (EOY)
- $18,985
- Net assets (EOY)
- $4,047,934
- Employer contributions
- $161,365
- Total income / additions
- $600,962
- Benefits paid
- $325,049
- Administrative expenses
- $90,190
- Total expenses
- $415,239
- Net increase / (decrease)
- $185,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| O Neill Consulting Corporation | NONE | $27,969 | not reported in the loaded dataset |
| Pfm Advisors | NONE | $16,521 | not reported in the loaded dataset |
| Chernow Kurtzman And Company, P.C. | NONE | $12,250 | not reported in the loaded dataset |
| Spear Wilderman | NONE | $6,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $5,850 | not reported in the loaded dataset |