2023 Form 5500 filing — International Union Of Operating Engineers Local 295 401k 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 20240913081405NAL0021143506001) for International Union Of Operating Engineers Local 295 401k Plan, reported by Board Of Trustees Of The Iuoe Local 295 401(K) Plan under EIN 93-3896612 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913081405NAL0021143506001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Iuoe Local 295 401(K) Plan
- EIN
- 93-3896612
- Plan number
- 001
- Location
- Maspeth, NY
- Participants
- 127
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,013,889
- Net assets (EOY)
- $4,013,889
- Employer contributions
- $124,111
- Participant contributions
- $77,327
- Total income / additions
- $291,544
- Benefits paid
- $1,941
- Administrative expenses
- $25,440
- Total expenses
- $29,079
- Net increase / (decrease)
- $262,465
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $25,440 | $0 |